top of page

Aftersales service (Financial Advisor)

Large Wreath

Brought to you by:

WE Development

Large Wreath

Content written by:

WE Development

Last Updated:

9 June 2021 at 2:43:01 am

Image by Daniel Mirlea
Job Process

This is the time you deliver what you promised!

1) Whenever existing clients are interested in knowing more about their investments, I will source information that can help them make better decisions in whether to continue or reinvest in a better portfolio. This includes;

i) Speaking to people in the investment trait and relevant fund houses

ii) Research online via Financial Times  (Click here

iii) Research online such as bloomberg, stocktwits, seekingalpha and more, but you will have to pay a subscription to some of them to access their inside news and information

2) When there is negative news regarding my client's investment, I will inform them immediately and explain the logical reasons behind it. I will provide them with different perspectives as whether to continue or reinvest. The purpose is to keep my client updated and help them make better decisions.

3) For clients who bought insurance from me, I will usually meet them once per year to review their policy and reconnect as friend. The meetings are generally 30 min to 1 hour. 

4) Whenever there is an update on the client's plan or a new plan that could benefit them, I will notify them of the outcome and see if they wish to know more.

You may also like


We did our best to provide you with thought-through content. However, there lies a possibility of variation we might not capture. It is your responsibility to consider before taking our advice for action. As a continuous improvement, this page will be updated whenever a new insight is visible to us.

If you wish to contribute, kindly contact us by clicking here!

bottom of page