<ul><li>Provide financial advice and counseling to individuals based on their financial goals and needs.</li><li>Assess clients’ financial status, including income, expenses, and debts, to develop personalized plans.</li><li>Educate clients on financial products, services, and investment options.</li><li>Assist clients with budgeting, saving, and managing their finances effectively.</li><li>Guide clients through loan applications, insurance plans, and retirement planning.</li><li>Monitor and review clients’ financial progress and suggest necessary adjustments.</li><li>Ensure clients understand the terms, conditions, and risks of financial products.</li><li>Maintain confidentiality and handle financial information with discretion.</li><li>Keep up-to-date with financial regulations, market trends, and new investment strategies.</li><li>Build long-term relationships with clients by offering ongoing support and advice.</li></ul>

Financial Counsellor