Financial Planning – This generation

Financial Planning is a process which is designed to prepare your financial assets for your own use. It incorporates investment and risk management, retirement planning, later life planning and lifetime cash flow forecasting.

Take a look at the questions below. Can you answer Yes to all of them? If not then you need to speak to us.

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Do you have a thorough understanding of your own financial affairs?

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Do you have a written plan for the future of your financial assets?

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Can you guarantee that you will always have sufficient capital to maintain your current lifestyle?

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Have you taken all necessary steps to ensure that you have sufficient capital to enjoy your retirement?

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Have you taken all necessary steps to ensure sufficient funds are available to pay for long term care if required?

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Do you understand the difference between price and cost in relation to the management of wealth?

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