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Anonymous
I'm planning on getting my first investment plan. I have been introduced to AXA Pulsar & Wealth Accelerate. Any thoughts/advice on the two?
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Zac
02 Feb 2021
Noob at Idiots Invest
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Pang Zhe Liang
16 Jun 2020
Fee-Based Financial Advisory Manager at Financial Alliance Pte Ltd (IFA Firm)
When you invest through an insurance company, you need to be comfortable with two things, 1) reasonable fees and charges; and 2) strong foundation and proven track records for its investment funds.
For this purpose, you may wish to check with your agent on these two points. This is especially important for the fees charged as it has a direct impact on your net returns.
In order to make a sound decision, you may wish to do a comparison between similar products from other insurance companies. This process ensures that you are investing into the right plan.
I share quality content on estate planning and financial planning here.
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Hi, not sure if you went ahead to purchase either of those 2 options already.
But in case you're still deliberating, here's an opinion I wrote in response to a question on AXA's Wealth Accelerate: https://seedly.sg/questions/opinions-on-axa-wea...
My bottom line is: do all the homework and make sure you're not shortchanging yourself on information. Then, make a decision, trust your information and stick with your guns, no matter what people say.