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Partner and General Inquiries
Phone.+971 422 72591
Head Quarter
United Arab Emirates
Sunday – Thursday
9.am to 5.pm
A good financial adviser will ask questions about your financial situation and your interests, family, and lifestyle. Your interest, family or lifestyle can influence your financial goals and decision-making. Having a good understanding of your motivations may help him understand your willingness to take on risk or the triggers that will make you excited or spark your concern. The goal is to help you create a financial plan that will serve you well in good times or bad, so you always feel confident about reaching your financial goals.
The objective of a term plan is to secure your loved ones. The purpose is realised only when the claim is paid, and the beneficiaries live their life comfortably as was envisaged when you bought the plan. It is imperative to keep this objective in mind in evaluating a term plan, points like premium amount etc. come secondary. Below is a simple guideline on how to evaluate a plan. A good financial adviser can help you elaborate more.
The information on this website is not tailored advice to each individual reader, and as such does not constitute financial advice. We are an information only website and aim to provide the best information guides and tips but can’t guarantee to be accurate, so do note you use the information at your own risk and myfinancialplan.ae shall have no responsibility/liability whatsoever for the accuracy or any use or reliance thereof of such information.
All the advisers we work with are qualified to provide advice and, where relevant, work only for firms who are authorised and regulated by the relevant authorities. They will offer any advice specific to you and your financial needs. By submitting an enquiry, you accept that your information will be passed to one of the professionals.
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