大家好﹗
我是一名財務策劃顧問,在一間獨立理財顧問公司工作,我開立這個部落格是希望有更多的人可以認識我們這個行業和工作性質。
事實上,獨立理財顧問在外國是一個十分專業的行業,我們的工作性質跟銀行或保險公司做的業務相約,但我們能提供更多的選擇給一些希望購買投資理財產品或保險產品的客戶。
因為我們會跟大部分的投資公司和保險公司合作,所以我們能提供一個比較的平台和中立意見給我們的客戶,讓他們能有更多選擇及節省時間。
這裡的文章會是財經新聞、日常客人問我的問題或市場分析等等,但一切都屬個人意見,只作參考。
小弟第一次寫文章,如有任何意見,歡迎提出。
Hello !
I am a financial planner, Working at a Individual Financial Advisor (IFA) company, The reason I wrote this blog is to let more people know what we do and who we are.
Actually IFA is a professional industry in foreign, countries we are similar to bank and insurance company but we offer more option for the client who are going to buy the financial products.
We cooperate with most of the investment companies and insurance companies, so we can provide a platform to compare and give the nature views of different company products, so they will have more choices and they also save their time.
This arties will be news, some question asked by my clients, market sharing, etc., but all of them are my own opinion, for reference only.
This is my first time to write blog, if you have any suggestion, please feel free to let me know. Thanks!
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