Anonymous
For example, 1 for personal insurance and another 1 for investments. Assuming that I’m comfortable with the policies/ plans with the respective advisor.
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Tan Siak Lim
11 Dec 2020
CFP. Director, Financial Advisory Group at Financial Alliance
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Yes, I am of the view to keep insurance and investment separate. You will need to have an overview of your finances.
I am also of the view that we don't need advisers for investments. Yes, back in the days when investments were a rich man's game, we need an "adviser" (or more correctly, a distributor). These days, we have more convenient access to online brokerage, robos, DIY platforms.
Unless your adviser has access to unique and exclusive opportunities, I don't really see the need for adviser.
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