WHY YOU NEED A TEAM OF ADVISERS?

A proper team environment allows individuals to brainstorm collectively, which in turn increases their success to problem solve and arrive at solutions more efficiently and effectively. Effective teams also allow the initiative to innovate, in turn creating a competitive edge to accomplish goals and objectives.

FOR FINANCIAL FREEDOM

Basically there are 4 areas that we need to handle; Risk Management, Wealth Accumulation, Wealth Management & Wealth Distribution. Each of these areas we need different specialist.

Risk Management – is nothing more then a PROTECTOR. He/She ensures that you have the right insurance and at the right price. He/She guards your economic live value. Everybody have a value therefore is critical to know your value and protect it. Protector role is to bring financial freedom in the event things were to go wrong. He/She will also strike a balance between coverage and affordability.

Basically there are 7 areas: Family Income Funding, Retirement Funding, Children Education Funding, Estate Continuity Funding, Disability Funding, Obligation Funding, Mortgage & Medical Funding.

Wealth Accumulation Strategy needs a STRATEGIST – He/She is an expert in the area of compounding your growth of money. He/She is aware of the financial markets; Mutual/ETF, Stocks, Bonds, Money Market, Bonds, Dividend Paying Stocks, and businesses.

He/She is aware of the impact to the money when Inflation & Cost of living are taken into consideration. He/She will ensure that while you are accumulating your wealth it will keep pace and stay higher then inflation & cost of living.  Short, Medium & Long term are also put into consideration for liquidity. He/She is also aware of your risk appetite and never expose beyond the risk that you are prepared to take.

Wealth Management Strategy is a MONEY MANAGER. He/She is an expert to preserve the capital that you have created in your younger years. He/She will also make sure that the wealth stays above inflation. Diversification of risk is put into consideration and they will never ever put all the wealth in one basket. Proper asset allocation and liquidity plays an important role for the Money Manager. The wealth that you have created suppose to be taking care of your needs till you die. Just like the tree that will bear fruit for you while you happily retired.

Money Manager is also aware if Income Generating Assets that are safe and secured. They will take little or no risk programs and at the same time is sufficient for all your needs.

This is critical because you can’t afford to make any mistakes with your wealth; you are happily retired. Ensure that.

Wealth Distribution Strategy is handled by an EXECUTOR. Executors are legally responsible for: Identifying everything in the estate — for example, cash from bank accounts, insurance policy proceeds and pension payments. Collecting in all the assets and paying the debts and liabilities. Making distributions to beneficiaries in accordance with the terms of the will. He/She will ensure that all that is left behind will go to the right people without any disputes or arguments.

The worst thing can happen in a family is dispute and fights. Executor will seat down with you and strategise every corner of your estates. Succession Planning, Estate duties & other cost are all put into consideration. He/She will also work with the Protector to ensure there are sufficient insurance for estate duties.

THE MILLION DOLLAR QUESTION & KEY TAKEAWAYS

  1. Have you found a good PROTECTOR?
  2. Have you found a good STRATEGIST?
  3. Have you found a good MONEY MANAGER?
  4. Have you found a good EXECUTOR?

If all the above is YES!! Congratulations, if NO; then be educated. Speak to a Financial Adviser today and start your journey.

Article by: Ashok MBA – Strategic Coach & Mentor of MDRT/COT/TOT

 

20 Comments
  1. stornobrzinol 4 months ago

    I like this website very much, Its a very nice situation to read and get info . “What is called genius is the abundance of life and health.” by Henry David Thoreau.

  2. judi bola 4 months ago

    I went over this internet site and I conceive you have a lot of fantastic info , bookmarked (:.

  3. or web hosting 2 months ago

    Hi there friends, pleasant post and pleasant urging commented at
    this place, I am in fact enjoying by these.

  4. Spot on with this write-up, I honestly feel this website needs far more
    attention. I’ll probably be returning to read
    more, thanks for the information!

  5. j.mp 2 months ago

    Howdy! Do you know if they make any plugins to help with Search
    Engine Optimization? I’m trying to get my blog to rank for some targeted keywords but I’m not seeing very good results.
    If you know of any please share. Many thanks!

  6. with scoliosis surgery 2 months ago

    This paragraph is actually a good one it assists new
    net users, who are wishing for blogging.

  7. for asmr 2 months ago

    I do not even know how I ended up here, but I thought this post was great.

    I do not know who you are but certainly you are going to a famous blogger if you are not already
    😉 Cheers!

  8. asmr their 2 months ago

    My spouse and I stumbled over here coming from a different page and thought I might as
    well check things out. I like what I see so now i am following you.
    Look forward to looking at your web page repeatedly.

  9. asmr when 2 months ago

    Hi there! I just wanted to ask if you ever have any problems with hackers?
    My last blog (wordpress) was hacked and I ended up losing months of
    hard work due to no data backup. Do you have any solutions to stop hackers?

  10. your scoliosis surgery 2 months ago

    Thankfulness to my father who shared with me about
    this website, this webpage is truly remarkable.

  11. their asmr 2 months ago

    Excellent website. Plenty of useful info here.
    I am sending it to a few buddies ans additionally sharing in delicious.
    And certainly, thanks for your effort!

  12. If you want to get a great deal from this
    post then you have to apply such methods to your won blog.
    asmr https://app.gumroad.com/asmr2021/p/best-asmr-online asmr

  13. why quest bars 1 month ago

    Hey! I just wanted to ask if you ever have any issues
    with hackers? My last blog (wordpress) was hacked and I ended up losing several weeks of hard
    work due to no data backup. Do you have any methods to prevent hackers?
    quest bars http://bit.ly/3C2tkMR quest bars

  14. http://bit.ly/3yWVlmR 1 month ago

    That is a good tip especially to those new to the blogosphere.
    Brief but very precise information… Thank you for sharing this one.

    A must read article! scoliosis surgery https://0401mm.tumblr.com/ scoliosis surgery

  15. bit.ly 1 month ago

    When some one searches for his essential thing, so he/she wants to be available
    that in detail, therefore that thing is maintained over
    here. cheap flights http://1704milesapart.tumblr.com/ cheap flights

  16. coub.com 1 month ago

    Nice response in return of this matter with solid arguments and explaining the whole thing
    on the topic of that. scoliosis surgery https://coub.com/stories/962966-scoliosis-surgery scoliosis surgery

  17. Its not my first time to visit this site, i am visiting this web page dailly and obtain nice data
    from here all the time. quest bars https://www.iherb.com/search?kw=quest%20bars quest
    bars

  18. Inspiring quest there. What happened after? Good luck!
    ps4 games https://j.mp/3nkdKIi ps4 games

  19. slot online daftar 1 week ago

    great points altogether, you just gained a new reader. What would you suggest about your post that you made a few days ago? Any positive?

  20. Cleveland 11 hours ago

    Hello Dear, are you in fact visiting this web page daily, if so afterward you will absolutely obtain pleasant experience.

Leave a reply

Your email address will not be published. Required fields are marked *

*

CONTACT US

We're not around right now. But you can send us an email and we'll get back to you, asap.

Sending

FINWAZE makes no representations or warranties, express or implied, in relation to this website (www.finwaze.com) or the information and materials provided on this website. It does not also warrants that this website will be constantly available or available at all times. The information on this website is complete, true, accurate or non-misleading. Nothing on this website constitutes, or is meant to constitute, advice of any kind. FINWAZE shall not be liable for any damage or injury, whether direct or indirect, that it may cause in relation to the contents of, or use of, or otherwise in connection with this website. By using this website, you agree to the reasonableness of the limitations of liabilities herein set out and further agree to assume whatever risk, loss, damage or injury in may cause in connection to the use of this website. No claims shall be brought personally against the officers and employees of FINWAZE, in connection with the use of this website. The user of this website agree to the limitations of warranties and liabilities herein set out to protect the officers, employees, agents, subsidiaries, successors, assigns and sub-contractors as well as FINWAZE. Any unenforceable provisions that may be found on this website under applicable law shall not affect the enforceability of the other provisions.

Legal Documents  |  ©2021 Finwaze Philippines

Pin It on Pinterest

Share This

Log in with your credentials

Forgot your details?