Success
Fail
logo

18-07-2016

Enough Talk, More Action.

In this article entitled ‘Enough Talk, More Action’, Mr Ismitz Matthew (Executive Director and CEO of Kenanga Investors Berhad) urged consumers to get started on their retirement planning now to have a comfortable and enjoyable retirement. Potential investors can either venture into financial planning independently or utilise the expertise of financial planners.

He also calls on financial planners to focus on need-based selling by listening to clients’ financial and life goals when recommending products and avoid being product-driven when advising their clients. Both clients and financial planners need to undergo a mind-set change for a mutually beneficial relationship which allows for growth in the financial planning industry as well as more financially secured Malaysian consumers.