LUKE's email address and phone number have been validated.
LUKE
- Rate TSh 41,115
- Response 1h
TSh 41,115/hr
See Professional Coaching tutors
Unfortunately, this tutor is unavailable
- Professional Coaching
Portfolio Manager with 25 years of experience gives financial advice to anyone
- Professional Coaching
Lesson location
About LUKE
A financial advisor is often responsible for more than just executing trades in the market on behalf of their clients.
Advisors use their knowledge and expertise to construct personalized financial plans that aim to achieve the financial goals of clients.
These plans include not only investments but also savings, budget, insurance, and tax strategies.
Advisors further check in with their clients on a regular basis to re-evaluate their current situation and future goals and plan accordingly.
See more
About the lesson
- Primary school
- Ordinary Level
- Form 5
- +21
levels :
Primary school
Ordinary Level
Form 5
Form 6
Ordinary Diploma
Tertiary Education
Adult Education
Bachelor’s Degree
Master’s Degree
PhD / Doctorate
PGDLP
MBA
Nursery
A1
A2
B1
B2
C1
C2
Other
Beginner
Intermediate
Advanced
Children
- English
All languages in which the lesson is available :
English
Together, you and your advisor will cover many topics, including the amount of money you should save, the types of accounts you need, the kinds of insurance you should have (including long-term care, term life, disability, etc.), and estate and tax planning.
The financial advisor is also an educator. Part of the advisor's task is to help you understand what is involved in meeting your future goals. The education process may include detailed help with financial topics. At the beginning of your relationship, those topics may include budgeting and saving. As you advance in your knowledge, the advisor will assist you in understanding complex investment, insurance, and tax matters.
See more
Rates
Rate
- TSh 41,115
Pack prices
- 5h: TSh 205
- 10h: TSh 410
online
- TSh41,115/h
Similar Professional Coaching teachers in Mumbai
Laura
London, United Kingdom & Online
- TSh 174,424/hr
- 1st lesson free
Laura
New York, United States & Online
- TSh 184,450/hr
- 1st lesson free
Marilena
London, United Kingdom & Online
- TSh 296,521/hr
- 1st lesson free
Yann
Paris, France & Online
- TSh 207,645/hr
Vincent
Toulouse, France & Online
- TSh 252,140/hr
- 1st lesson free
Dylan
London, United Kingdom & Online
- TSh 313,963/hr
- 1st lesson free
Daniel
Melbourne, Australia & Online
- TSh 274,422/hr
Daniela
Sydney, Australia & Online
- TSh 274,422/hr
Morgan
Paris 8e, France & Online
- TSh 192,813/hr
- 1st lesson free
Laura
Paris 18e, France & Online
- TSh 177,981/hr
- 1st lesson free
Jérôme
Paris 7e, France & Online
- TSh 355,962/hr
- 1st lesson free
Elsa
Paris 16e, France & Online
- TSh 355,962/hr
- 1st lesson free
Alain
Paris 12e, France & Online
- TSh 355,962/hr
- 1st lesson free
Paul
Portsmouth, United Kingdom & Online
- TSh 296,521/hr
Heath
Randwick, Australia & Online
- TSh 261,616/hr
Richard
Melbourne, Australia & Online
- TSh 173,801/hr
Philip
London, United Kingdom & Online
- TSh 132,562/hr
- 1st lesson free
Anthony
Paris 18e, France & Online
- TSh 296,635/hr
- 1st lesson free
Kaoutar
Bruxelles, Wallonia & Online
- TSh 533,944/hr
- 1st lesson free
João Ricardo
Braga, Portugal & Online
- TSh 103,822/hr
-
See Professional Coaching tutors
