All about financial planning

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All about financial planning

Financial Planning

Personal Financial Planning is the organization of an Individual’s financial and personal data for the purpose of developing a strategic plan to constructively manage income, assets and liabilities to meet short, medium and long term objectives.

The process

In order to meet your objectives we need to:

· Set Measureable goals

· Understand the effect of each financial decision

· Re-evaluate your financial situation regularly

Steps in the Process

In order to meet the requirements of the FAIS Act and most importantly your aims we need to:

· Establish and define our professional relationship

· Gather all your data and establish your personal & financial goals

· Analyse the information

· Prepare & present recommendations and solutions

· Implement the plan

· Regularly Review and Monitor

Give me a call today to find out how we can help you achieve your goals.