Financial planning is an ongoing process
to help you make sensible decisions about money that can help you achieve your
goals in life. Financial Planning is not
only about buying Life Insurance and Retirement products.
It might involve putting together
appropriate wills in place to protect your FAMILY, thinking about how your
FAMILY will manage without your income should you fall ill or die prematurely,
spending money differently. It involves
thinking about all of these things together.
I would be able to assist you to create
your own personal Financial Plan. This
will include the following steps:
·
Establish your goals in life –
short, medium and long term
·
Work out what assets and
liabilities you have
·
Evaluate your current financial
position
·
Develop your plan
·
Implement your plan
·
Monitor and review your plan at
least yearly and make adjustments when needed
Phone: +27 21 975 3199
Email: tersiav@ic.discovery.co.za
Phone: +27 21 975 3199
Email: tersiav@ic.discovery.co.za
I was looking for this type of essential info and expert here one. Keep developing holistic financial planning
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