Do you know what a financial planner is capable of when it comes to your finance? A financial planner is slightly different from a financial advisor, as the former always specializes in building financial plans and help clients reach their ultimate financial goals. While a financial advisor could manage much more beyond that.
Therefore, when you need a financial planner to help with your financial plans, you would better have a financial goalestablished in your mind, like buying a house, saving for retirement, or simply maximizing your returns. And it does not have to be a significant one, but one that could be realized.
With that being said, some may not need the help of a financial planner and could make out their own financial plans as the financial knowledge and data is open to almost everyone. While for the more generalized public, professional financial planner is extremely useful when one wishes to save his/her own time and energy for other deeds or does not possess the required expertise to come up with a feasible financial plan.
Besides making financial plans according the clients’ requirements and financial goals, a competent financial planner will also supervise the implementation of the plan throughout the process, and detect the potential risks and take timely measures to avoid or minimize losses.
Mr. Rani Jarkas is a highly experienced and accomplished financial services executive, with over 23 years of international financial services experience. Currently, Mr. Jarkas is the Chairman and CEO of Cedrus Group, a global boutique investment firm headquartered in Hong Kong and Zurich.
Cedrus is relentlessly committed to provide clients with solutions that enable them to meet their financial goals through its state-of-art open-architecture platform, first-class business partners, extensive international experience and connections, including offering all its clients access to institutional-caliber products in the global market place, best-of-breed investment products, securities, bonds and commodities on exchanges abroad in local currencies, customized global asset allocations, anonymous order execution, transparency and optimal execution.
