The profile of LUKE and their contact details have been verified by our experts
LUKE
- Rate 57AED
- Response 1h
57AED/hr
See Professional Coaching tutors
Unfortunately, this tutor is unavailable
- Professional Coaching
- Leadership
Portfolio Manager with 25 years of experience gives financial advice to anyone
- Professional Coaching
- Leadership
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
- All Levels
- 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
- 57AED
Pack prices
- 5h: 285AED
- 10h: 570AED
online
- 57AED/h
Similar Professional Coaching teachers in Mumbai
Lalit
Dubai & Online
- 20 AED/hr
- 1st lesson free
Sayed Ebrahim
Dubai & Online
- 150 AED/hr
- 1st lesson free
Tareque Sharqi
Dubai & Online
- 200 AED/hr
- 1st lesson free
Laura
London, United Kingdom & Online
- 245 AED/hr
- 1st lesson free
Laura
New York, United States & Online
- 257 AED/hr
- 1st lesson free
Yann
Paris, France & Online
- 299 AED/hr
Vincent
Toulouse, France & Online
- 363 AED/hr
- 1st lesson free
Daniel
Melbourne, Australia & Online
- 263 AED/hr
Dylan
London, United Kingdom & Online
- 440 AED/hr
- 1st lesson free
Morgan
Paris 8e, France & Online
- 278 AED/hr
- 1st lesson free
Jérôme
Paris 7e, France & Online
- 512 AED/hr
- 1st lesson free
Daniela
Sydney, Australia & Online
- 394 AED/hr
Elsa
Paris 16e, France & Online
- 512 AED/hr
- 1st lesson free
Alain
Paris 12e, France & Online
- 512 AED/hr
- 1st lesson free
Laura
Paris 18e, France & Online
- 213 AED/hr
- 1st lesson free
Neil
London, United Kingdom & Online
- 387 AED/hr
Heath
Randwick, Australia & Online
- 328 AED/hr
Kaoutar
Bruxelles, Wallonia & Online
- 768 AED/hr
- 1st lesson free
Paul
Portsmouth, United Kingdom & Online
- 416 AED/hr
Philip
London, United Kingdom & Online
- 191 AED/hr
- 1st lesson free
-
See Professional Coaching tutors
