4 Things You Should Not Hide From Your Financial Adviser
By SiliconIndia
2. Giving Right Information
It’s very important for you to give right inputs when your financial planner asks you to number your various goals depending upon the order of importance. If you are planning for a family holiday, you should make it clear to your adviser regarding the place you aspire to go, so that it will help him plan it out rightly.
If your financial planner advises you to save Rs.20.000 for two years towards buying a car, and after few months, if you feel that you can save Rs.25.000 monthly, you should let your financial adviser know about it. You should never neglect to tell him, not even the small change in your savings and expenditure behavior.
Unless your financial planner is aware of all your data, he/she won’t be able to make a clear estimation and this might take you towards the point of no results.
Also Read: Earn, Save, Invest: Mantras to Achieve Financial Success 10 Types of Taxes Which You Have Never Heard Of
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