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Don't tie in a big portion of your money to an asset especially something like real estate if the goals keep changing.
It is important to have some amount of liquidity in your assets that will allow you to roll with the life changes.
Be aware that your goals may change along with aspirations and circumstances. Does your portfolio reflect that and is it flexible?
"We trust that you will avoid using harsh language and will refrain from making
unsubstantiated allegations against individuals and firms. Your constructive feedback
and opinions are very valuable to all of us in the industry. "
Shabbir Bhai is a doyen of the financial planning industry in Hyderabad and is also an authority on Shariah based planning. It was a pleasure listening to him of this one clients experience. We are all riddled with similar clients and it was interesting to hear him on how he handled it.
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