Where can women seek information and assistance?
Information is freely available through the press, television
and other media. Capitalise on traditionally respected sources
of information, which also include books and financial magazines.
Attend seminars and workshops for a more interactive process
of learning.
Seek advice at financial institutions
- Banks
offer traditional investments and provide educational information
on new products and services. Private banking provides customised
financial advice.
- Stockbrokers
buy and sell securities such as stocks, bonds and unit trusts.
They provide research material and other related information.
- Fund
managers and independent advisers provide asset
management services and research material that can help
in making decisions.
Seek
advice of financial advisers
-
Accountants
provide accounting services, financial advice and advice
on tax matters
- Estate
planners
provide advice on estate planning, estate taxes, and strategies
for managing assets at time of death.
- Financial
planners provide advice on financial planning.
- Insurance
agents provide advice on all matters related to
insurance planning and risk management. They also sell insurance
products.
- Investments
advisers provide advice on all matters related
to securities-based investments but are not permitted to
sell securities.
- Tax
agents provide advice on tax matters and can help
to prepare and submit tax returns.
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