No menu items!

Expat Financial Planning – Back to Basics in Brazil: Sponsored

By Martin Fuchs, International Financial Planner, at Ipanema Wealth

RIO DE JANEIRO, BRAZIL – A successful client and financial adviser relationship relies on frequent and open dialogue between both parties. For example, if an adviser is kept informed of events in the horizon such as relocation, receipt of a bonus or a possible redundancy, he or she will be able to adapt accordingly and manage the associated risks.

“It is important for advisers to understand their clients in detail and communicate their recommendations and the associated risks involved,” explains Martin Fuchs, financial planner, “After all, what’s the point of your . . .

To read the full NEWS and much more, Subscribe to our Premium Membership Plan. Already Subscribed?

Check out our other content