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By Wei Ting

Did Your Banker Try to Sell You That?

Compare plans before committingAs advisors, we invariably get a lot of questions on insurance or investment plans from our clients whose bankers have tried to sell them. And boy are we glad they asked us before they commit to it! Many a time there are better plans out there, or perhaps the banker didn’t explain the product properly, leading to some misconceptions about the plans.

I wonder what about the many people who have no one they can ask for an objective comparison?

Hence I will be starting a series called “Did your banker try to sell you that” or [DYB] for short.

Please get in touch with me via the contact form below if you would like to understand more about the plan you have been recommended or if you would like a comparison. Always compare before you commit!

Watch this space 🙂

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Filed Under: Articles, Did Your Banker Try to Sell You That?

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Hello, I am Wei Ting, Principal Author of this website and a Certified Financial Planner® with the largest advisory firm in Singapore. I enjoy making financial concepts fun and easy to understand, and I hope you find my articles helpful. Feel free to drop me a note if you have any questions! Read more about me as a financial planner>>

Testimonials

"She has helped me tremendously collating all my insurance policies from a variety of companies, trimmed the portfolio so that I don’t have any overlapping policies, and is now in the process of assisting me with my financial and budgeting plans in buying a house. She truly has been a great help to me. Thank you, Weiting."
- Cecilia, Technologist

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