What are the advantages of using an Independent Financial Advisor?
The most important is that we act on your behalf; not the insurance company nor the fund provider. Our size and reputation allow us to negotiate discounts for you on some products, and we can also provide access to certain products that, as an individual, you would normally be restricted from accessing. Finally, there is minimal administration work to do on your part; we handle the majority of it for you.
Related Questions
- What are the advantages of choosing an independent advisory firm like CPIC International over another type of financial consultant, (e.g., stockbroker, financial planner)?
- What are the benefits of using an Independent Financial Advisor when I can deal directly with an investment fund house?
- What are the advantages of using an Independent Financial Advisor?