Unit Trust Q & A - Part 2

Q : Can I should leave decisions to my financial adviser, such as choosing the suitable unit trust funds for me?

A : As woth all personal matters, you should be the key decesions maker as you and/or family members will bear the brunt of  the outcome. However, a qualified Financial Adviser will be to assit you in making the best, informed decesions and serve as a trusted guide based on his or her broad industry expertise gained over the years.

A few thing to note in money management:

1) Be in control at all times

You must always maintain direct control over your portfolio regardless of whether you have engaged a good adviser becaouse ultimately, its is yopur own financial future.

2) Determine your life stage.

Goals and objective have to be considered alongside with your age, rsik tolerance level and your investment capacity. Typically, younger investors will be able to take on more investment risk. Conversely as you grow older, you may shift some of your investment portfolio into more steady or conservative investment instruments with some level income flows.

3) Set clear objectives and constantly review your goals.

Admittedly, there are plenty of uint trust fund in the market to choose from. In order to set realistic objectives, goals and aspirations for the future, make sure you assess your currnet financial situation.

With the three tips on hand, take control and choose carefully! Seek profesional help once you have done your homework.

Article source/about:

The sun 22 Jul 2008/ Hwang DBS Investment Management Berhad is one Malaysia’s leading management companies for more info log on to www.hdbsim.com.my.

About Me :

Im the Unit Trust Consultants for CIMB Wealth Advisors Berhad who can sell the Hwang DBS Unit Trust Funds as 3rd party funds. Interested just contact me at 019-3649613 or email murtaza@cimb-wealthadvisors.info

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