The world of banking and investment is experiencing an experiential overhaul. And it’s about time. But what does the picture look like for a new investor stepping into this big, new world for the first time?
Are you one of those people?
I mean, one of those people who always plans the details of everyday life. Like buying that delicious bottle of red wine for your party with friends tonight. Or sketching invites for your kid’s birthday party in 3 months. Or making an intricate itinerary for the next big family summer holiday. Also, in the back of your mind, are you asking yourself if you’re on the right path to fulfil your long-term financial goals? By the way, what are they, exactly?
While some of the details of life are easy to manage, some don’t have clear answers. And of all the uncertainties in a lifetime, financial ones are often the most difficult to discuss. Either because you’re not clear about your financial goals yet, or because you don’t know whom to discuss them with.
Ah, but wait. Isn’t that what ‘service’ in banking service is all about?
In essence, banking services were intended to help people like you and me channel money towards our needs and goals. From something as fundamental as protecting and maintaining our wealth to investing in sustainable energy start-ups, we should be able to rely of their financial expertise to help us every step of the way. Of course, reality is still trying to catch up with this ideal vision.