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Some basic questions on Financial Planning |
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Written by Nor Azmi Omar
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Monday, 08 March 2010 12:54 |
1. What are the best practices recommended to the financial planner in strategizing to meet client's needs:
i. Always have the client's interest first.
ii. Use the most efficient and effective product to meet solution design
iii. Have specialist expertise in important areas.
iv. Prioritizing the client's need according to their goals and objective
A. I,II,III
B. I,III, IV
C. II,III,IV
D. I,II,III,IV
2. High Networth individuals normally are also well versed in some aspects of financial planning. However, they need the help of a financial planner in getting a financial plan done because
A. They need expertise in understanding the entire comprehensive plan and getting them all organized
B. They gain status in employing a financial planner.
C. They want other people to know the importance of financial planning
D. They enjoy the company of investment savvy financial planners
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Last Updated ( Monday, 08 March 2010 13:01 )
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Skim Penjanaan Harta(Wealth Accumulations) melalui Pembelian Emas |
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Written by Nor Azmi Omar
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Tuesday, 30 June 2009 17:10 |
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Emas - Salah satu kaedah instrumen/komoditi yang memberi keuntungan yang tinggi kepada pelanggan.
Untuk maklumat lanjut hubungi saya di 0126556250.
MODEL PERNIAGAAN JUAL BELI EMAS
PELANGGAN MEMBELI PADA HARGA PASARAN (CTH: RM130/1 GRAM)
SYARIKAT AKAN MENJUAL STOK EMAS YANG DIBELI PADA HARGA/KOS PERUSAHAAN/MINING (CTH:RM90/1 GRAM)
SYARIKAT MEMBUAT KEUNTUNGAN DARI JUAL BELI EMAS DAN PEMBELIAN SEMULA EMAS. PELANGGAN MENDAPAT KEUNTUNGAN DALAM BENTUK REBET/DISKAUN DARI URUSNIAGA JUAL BELI EMAS.
HARGA 1 GRAM : RM130
BERAT BELIAN : 1 000 GRAM
NILAI BELIAN : RM130,000
(PELANGGAN AKAN MENDAPAT BAR EMAS, INVOIS DAN SIJIL SELEPAS CEK PEMBELIAN DITUNAIKAN.
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Last Updated ( Thursday, 04 March 2010 16:43 )
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GUIDELINE - DEALING WITH DEBT |
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Written by Nor Azmi Omar
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Monday, 18 May 2009 10:39 |
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GUIDELINE – DEALING WITH DEBT
What can you do? When you have debts it is best to deal with things step by step. You cannot make an offer until you know what you can afford to pay. You don’t know what you can afford until you have worked out what you need to live on.
So what are the steps?
1) Check you owe the money. Just because you receive letters it does not mean that you owe the money or the amount you owe is right.
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Last Updated ( Tuesday, 23 June 2009 16:44 )
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Read more...
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Written by Nor Azmi Omar
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Saturday, 16 May 2009 12:46 |
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SAHAM PATUH SHARIAH Dalam mengklasifikasikan sekuriti ini, Majlis Pengawasan Syariah (MPS) menerima input dan sokongan daripada SC. Pihak SC mengumpulkan maklumat syarikat melalui pelbagai sumber seperti laporan kewangan tahunan syarikat, maklum balas kepada borang kaji selidik yang dikeluarkan untuk mendapatkan maklumat terperinci dan juga melalui pertanyaan yang dibuat kepada pihak pengurusan syarikat berkenaan. SC melalui MPS akan sentiasa mengawasi aktiviti semua syarikat yang tersenarai di Bursa Malaysia untuk menentukan statusnya daripada perspektif Syariah.
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Last Updated ( Tuesday, 23 June 2009 16:53 )
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Apakah maksud Pengurusan Kewangan |
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Written by Nor Azmi Omar
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Thursday, 07 May 2009 14:19 |
Istilah "perancangan kewangan" lazimnya agak "menggerunkan" sesetengah orang, terutama mereka yang berfikir bahawa perancangan kewangan adalah untuk mereka yang berpendapatan tinggi dan kaya sahaja. Tetapi, benarkah begitu? Jika tidak, apa sebenarnya? Secara amnya, perancangan kewangan membabitkan pandangan menyeluruh mengenai kedudukan kewangan sendiri yang meliputi pelbagai sudut pengurusan kewangan dan harta, dan kemudian melalui proses langkah demi langkah untuk mengatasi masalah kewangan serta mencapai matlamat kewangan.
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Last Updated ( Tuesday, 19 May 2009 09:15 )
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