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Personal Financial Planning, Fourth Edition by Wai Mun Fong, Benedict Koh

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11. Financial Advisers

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Introduction

Financial planning is a complex and time-consuming process. Those who are financially savvy can adopt the DIY approach of doing every aspect of the planning themselves while the less financially savvy can delegate all their financial decisions to financial advisers. Most people will probably prefer to adopt the “middle of the road” approach of taking overall charge of their financial situation but delegating some aspects of financial planning to financial advisers.

Types of Financial Advisers

Who are financial advisers? Loosely defined, they are professionals who provide advice on a wide range of financial issues ...

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