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Most frequently asked questions clients pose to their financial advisors

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What are the typical issues faced by clients of financial advisors? What are some of the biggest questions they ask time and again? And what are the answers to their questions?

We interviewed Independent Financial Advisor Peter Calitz.

Scroll down to listen to the audio.

‘Do I have enough?’ and ‘How much do I need to retire?’ are some of the most frequent questions my clients ask me.

Peter Calitz, Financial Advisor

When the market is rising everyone has a stomach for risk. But when the market falls that courage disappears. Most of my arguments with my clients revolve around me asking them to stay put when they want to get out. You have to have a very good reason before you consider switching out of a product.

Peter Calitz, Financial Advisor

Income protection is far better than lump sum disability insurance.

Peter Calitz, Financial Advisor

Take straight forward, basic life cover without bells, whistles or gym memberships.

Peter Calitz, Financial Advisor

Diversification is the best reason for going offshore.

Peter Calitz, Financial Advisor

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This article first appeared on 702 : Most frequently asked questions clients pose to their financial advisors


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