Defining the News
Achieving financial security starts with securing enough for personal needs, a sufficient income to manage your debts and a cushion of savings to cover emergencies while indulging in occasional luxuries. However, as your financial capacity grows, and your goals and aspirations become more complex, you may need to reassess your overall strategy to effectively manage and maximize your wealth.
“At RCBC, we take time in understanding our clients’ objectives and segment them into short, medium, and long-term goals and then come up with a blend of products and solutions to maximize their wealth potential,’ Wieneke adds.Is there a specific time to consider wealth management? Wieneke said that generally, some people tend to seek wealth management solutions when they reach a life stage that requires them to think about their future and legacy.
Lawyer Guia Santos of RCBC Wealth Management Business Division says that considering wealth management services early can help set a solid foundation for future stability and growth. In addition, having a deep understanding of what a client needs, helps the Relationship Managers assess their needs, even those they may not be aware of.
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