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FINANCIAL PLANNING
PERSONAL FINANCIAL PLANNER

A Personal Financial Planner is a qualified wealth management professional who brings the right knowledge, expertise and guidance to identify and help you achieve your specific financial goals.

Our Personal Financial Planners are required to pass exams covering a wide range of topics including investment planning, retirement planning, estate planning, employee pension and insurance.  As a result of their broad training, they are able to help you with most of your financial needs.

A personal financial planner at Baiduri Bank can help you…

  1. Clarify your present financial situation, taking into consideration your earning capacity and financial commitments or obligations
  2. Determine your personal and financial goals
  3. Identify financial problems you may not be aware of
  4. Set priorities by sorting through the clutter
  5. Formulate and plan best strategies for your situation
  6. Help you be more objective about products and solutions
  7. Continue to assist you with financial solutions on an ongoing basis

Personal Financial Planners allows you to rest easy and enjoy peace of mind about your financial situation for both today and tomorrow.

Call your nearest branch or Wealth Management Centre to meet your Personal Financial Planner.
 
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