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Onnies moet na kundiges luister

Die berig “Talle onnies bedank” in Rapport van 10 Augustus het betrekking.

Dit is waar dat baie kundigheid verlore gaan deur dié onnodige bedankings en vervroegde aftredes.

Dit is ook waar dat baie emosies betrokke is hierby en dat kliënte dan uitgebuit word deur “onkundige” finansiële adviseurs of makelaars.

Maar daar is ook ’n ander waarheid: Baie partye wil nie luister na “kundige” finansiële adviseurs of makelaars nie.

Dié makelaars waarsku dikwels dat ondervoorsiening vir aftrede veroorsaak dat mense impulsiewe besluite neem en risiko’s aangaan om hoër inkomste, wat nie volhoubaar is nie, te bekom.

Met voortydige gesonde beplanning kan hierdie bedankings of aftredes verminder word deur die finansiële implikasies onder die partye se aandag te bring.



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