| Our mission is to help you make
smart decisions about your money. To do so, we use a systematic
investment consulting process to determine what type of plan will
keep you on track toward reaching your goals. |
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| We use this consulting process specifically to
help us to achieve the following: |
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- Understand your true financial goals
- Create the best possible plan for achieving those goals
- Keep us on track at each step of the process
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| Financial Planning - the compass to base your
financial decisions on |
Would you think of building your house without a blueprint?
Don't you plan your holidays - particularly the special ones?
Do you remember saving little sums out of your pocket money for
a much coveted treat?
Then why should you not plan for each and every important financial
goal in your life?
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| Anyone who has financial challenges to solve
or financial goals to achieve needs financial planning. |
| Simply put, financial planning is identifying
and defining financial goals, prioritizing them and achieving these
very financial goals with a clear, focused and a customized game
plan. |
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| Why do people fail to plan? |
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- They may feel they do not have enough income
or financial assets to consider planning.
- They may believe that they are too young or too old to begin
planning.
- They may be reluctant to consider some of the less pleasant aspects
of planning such as thinking about death, disability, illness,
etc.
- They may believe that financial planning is too expensive.
- THEY MAY PROCRASTINATE! (The Number One Reason for Failure)
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| So how should one go about it |
If you needed a doctor for every occasion that you were unwell,
which doctor do you prefer?
a) One who uses his stethoscope, checks your pulse and prescribes
some tablets and syrups; or
b) One who asks you to do a battery of expensive and complicated
tests before referring you to an expert? |
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| The answer is not a straightforward a) or b)
but rather what is the illness you approached him for; if you
want advice on how to remain healthy over the next two weeks
or for life. The first approach is better for immediate recovery,
but health for life can better be achieved from the second doctor. |
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| For more information, please contact us. |
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