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Holocene
post Sep 25 2025, 05:45 PM

Independent Financial Advisor
*****
Senior Member
945 posts

Joined: Jun 2012


QUOTE(jutamind @ Sep 25 2025, 12:43 AM)
Actually was thinking about this option but seriously, would anyone pay for financial services/plans when abundance of info is out there in the net
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QUOTE(Saitama @ Sep 25 2025, 09:13 AM)
yes. not everyone has the time/capability/interest to do their own study/research/analysis but is aware enough of the importance of investing/wealth management.
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+1 to Saitama.

Considering the Malaysian population as a whole, DIY research for financial products and awareness is not the norm.

So far it pays the bills la. Not too bad.

QUOTE(hoonanoo @ Sep 25 2025, 09:19 AM)
Its a very niche business...

only very few survive...

A friend of mine tried to do, he quit his well paying job and explored into this for 2 years. Well it didn't work, so he went back to work for his ex employer.

I once attended talk by a personal consultant, she boasts about advising people on setting up durian farms, etc. Even developers invite her for talk to promote their properties.
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As you are considering it as a second career, you can take your time to hone your skills and build your advisory business.

A lot of successful licensed financial planners colleagues have a background in accounting, tax, finance, and engineering.


Best,
Jiansheng


 

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