It is important to know how often your financial advisor expects to meet you. As a change in your personal situation, you want to make sure they are willing to often meet enough to be able to update your investment portfolio in response to these changes. Advisers will meet with their clients at varied frequencies.
If you plan to meet with your advisor once a year and something appears that you think is important to discuss with them; Will they be available to meet you? You want your advisor to always work with the latest information and have full knowledge about your situation at a certain time. If your situation changes it is important to communicate this with your financial advisor. You can consult with your qualified financial advisor in Dubai through https://devere-insights.com/.
It is important that you feel comfortable with the information that your advisor will be giving, and that it is furnished in a comprehensive and usable manner. They may not have samples available, but they will be able to access them before clients and can share them with you by removing all client-specific information before you see it.
This will help you to understand how they work to help their clients to achieve their goals. It will also allow you to see how they track and measure the results, and determine whether the results are in accordance with the client's objectives. Also, if they can show how they help with the planning process, it will notify you that they really do financial "planning", and not only investing.