PRIVATE WEALTH MANAGEMENT
PLAN ‘B’ SAVINGS
TRUSTS AND WILLS
Roman philosopher Seneka said “If a man does not know what port he’s steering for, no wind is favourable to him.”
So to start the journey to your financial future you need to have a crystal clear picture what do you want to achieve.
Some people know it very well, for others its more vague.
As it is a life journey the right plan is a good thing to have.
Before starting to make the plan ask yourself the below questions:
- What do I want?
- Where am I now?
- What is right for me?
- How to make it?
It is important to analyse your current financial position, your income and expenditure, your duties (obligations) and cash flow, your family needs and expectations. This analysis is the basis of the information needed to create a plan which will guide you through your financial journey.
The detailed plan will help you cut losses, secure gains, and avoid the pain & panic of financial or lifetime crises.
On another level, a plan is a simple way of listing your needs & wants, then deploying your money in the right direction so that you have it when needed.
- Start by setting financial goals.
- See where your money goes, put expenditures under control by using 50/30/20 proportion.
- Secure your family & finances and cover your life time risks.
- Get rid or reduce toxic debts (payday loans, credit card balances, high mortgage payments).
- Choose the investment strategy that suits you and be aware of it, stay alert!
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