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Do You Dread Your Annual Financial Review?
"One of my clients liken her annual financial review to going to the dentist," Huiyu recounts in this episode. Do you dread meeting your financial adviser? Do you feel embarrassed asking them questions about your money? What should you expect when your annual review rolls around?
This month, The Good Girls talk about why that annual review is important and why it's crucial for you to feel so comfortable with your adviser, that, as Debs puts it, "it should be like you can use the toilet while your other half is brushing their teeth".
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By Deborah Tan and Ten Huiyu"One of my clients liken her annual financial review to going to the dentist," Huiyu recounts in this episode. Do you dread meeting your financial adviser? Do you feel embarrassed asking them questions about your money? What should you expect when your annual review rolls around?
This month, The Good Girls talk about why that annual review is important and why it's crucial for you to feel so comfortable with your adviser, that, as Debs puts it, "it should be like you can use the toilet while your other half is brushing their teeth".