What is a Financial Plan?

A document and supporting information which covers your:

• Aspirations
• Financial milestones
• Cashflow analysis and chances of success
• Debt management
• Investment preferences
• Investment appetite
  • Your investment tolerance
  • Your capacity for loss
  • Your need to take risk
• Short term funds
• Longer term investments
• Suggested actions in the areas of;
  • Wealth Enhancement
    • Tax saving 
  • Wealth Protection
    • Managing financial risk
  • Wealth Transfer
    • Business succession
    • Legal documentation

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