Financial Advice

Our financial advisers, are professionals who renders financial services to individuals. This can involve investment advice, which may include pension planning, and/or advice on life insurance and other insurances such as income protection insurance, critical illness insurance etc., and/or advice on mortgages and so much more.

Ideally, Prio Bangler financial advisors helps our client maintain the desired balance of investment income, capital gains, and acceptable level of risk by using proper asset allocation. Financial advisors use stock, bonds, mutual funds, real estate investmenttrusts, options, futures, notes, and insurance products to meet the needs of our clients. Many financial advisers receive a commission payment for the various financial products that they broker, although “fee-based” planning is becoming increasingly popular in the financial services industry

Investing

Financial advisers may help their clients invest for both long and short term goals. It is the financial adviser’s duty to determine the clients’ goals and risk tolerance and then to recommend appropriate investments. Generally, a long time horizon allows for the advisor to recommend more volatile investments with potentially greater risks and rewards. Such investments include direct investment in stocks or through collective investment products such as mutual funds and unit investment trusts/unit trusts.