Demand for Advice

As individuals, households and businesses readjust and look ahead to a new era and an eventual  economic and health recovery, not surprisingly, demand for financial advice is up by almost 25% in April from the previous month which rather follows the same trend of previous financial crises, when serious questions were asked of existing financial plans, such as “do I have sufficient savings for the immediate future and is my intermediate planning as good as it could be, to meet any eventuality?”

  This time it's a lot different as subjects such as Global Pandemics rarely entered into any financial planning conversation, that I remember having with my clients in the past, but I’m sure it will be now and in the future

In this tech-driven era, having sought advice how do people want to receive it ?

According to a recent  poll carried out among a spread of existing investors and those seeking investment advice ,50% said they would prefer to meet their adviser ‘face-to-face’, 40% said by video call platform with the remainder by telephone.

Those who advocated an almost 100 % takeover of the industry by robo and other forms of remote advice service, maybe wrong after all.

….but for the immediate future though, with face to face meetings  difficult to arrange, just bite the bullet, make that initial Zoom/Skype or Whatsapp contact and lay the groundwork for becoming one of the 50%

Contact NEBA Wealth Management today to take advantage of risk controlled investment strategies and let us guide you along the path to financial freedom. Email: [email protected] or Call: +60 111 2822279 (Licensed under the Labuan Financial Services & Securities Act 2010)

License Number: BS2018120