Saturday, September 16, 2006

Rajen on How to Choose a Financial Planner

Rajen on How to Choose a Financial Planner

Hi! Quite apart from driving a flashy car and living in a home with a pool, a better way to figure out if someone has truly arrived financially is to see if he or she works with a financial planner.

Why do I say that?

Simply because it is usually only those who take the future growth of their money very seriously who invest the time and resources needed to identify great professionals capable of propelling them further along the road of material abundance... in relative safety.

The official Certified Financial Planner Board of Standards definition of financial planning is the process of meeting your life goals through the proper management of your finances. By that great yardstick, every single person can benefit from this wonderful process that has increasingly come into its own over the last four decades.

But beware: Not everyone who calls himself a financial planner is worthy of that exalted title. So, how is a person supposed to figure who the most appropriate planner is for him or her?

That's a tough question semi-affluent, affluent and super-affluent people wrestle with across the world every hour of every day! To help them - and you - I've written an article entitled How to Choose a Financial Planner. Do read it for clear tips on how to figure out the best way to avoid the traps set for unsuspecting innocents by shysters and financial sharks.

Actually, come to think of it, I should have really named that article Rajen on How to Choose a Financial Planner because it really is my own take on the subject.

On the other hand, if you are more interested in exploring the vast financial vista on your own, you will enjoy this FREE month-long eCourse I've written for you! It is valued at US$88, but you can sign up for it for NOTHING right here; it comprises 16 lessons that will be emailed to you at 2-day intervals, and will rapidly teach you the basic concepts of investment risk and 15 different specific forms of investment risk.

You may sign up here for this unique freebie entitled Understanding Investment Risk & Profiting From It!

I hope you enjoy both the article and the eCourse.

Take care.

Warmest regards,


PS. If you'd like to join others who have opted to have me work with them to help improve their performance in the areas of personal finance, goal-setting and time management, please take the time to decide if this option is right for you...

After years of thinking about it, I've finally launched a 'lite' version of my elite life planning consulting package. This shorter, online-based version lasts a whole three months, and focuses on the three core life planning areas of personal finance, goal-setting and time management.

The price of this 13-week email- and online-based consulting package is less than one-ninth of my regular consulting rates.

If you're interested, drop me a quick email to
(or simply copy-and-paste
into a fresh email) with

'Rajen, please tell me about your new consulting package',

in your subject header.

Warning: This service is NOT for everyone.

Please only write to me about it if you are 100% serious about joining this programme.

Thanks. Stay well.

Rajen Devadason is CEO of RD Book Projects and its sister company RD WealthCreation Sdn Bhd. He lives in sunny, peaceful Malaysia with his gorgeous wife Rachel. He's a Malaysian Securities Commission-licensed financial planner, a life planning consultant, a professional speaker and a serial author... which probably explains why he's so exhausted! Some of his books are available here, and, if you're interested, here are some quotations he reckons are accurate, bold or cool.


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