The need for a financial plan

A financial plan provides a road map for you to follow to assist in building wealth, providing protection for your family and constructing a totally holistic approach to everything financial in your world.

Items covered are:

 

• The ad hoc approach
• Ensuring assets are always working for you
• Diversification
• Contingency planning
• Holistic Approach
• Getting professional help (is it needed?)
• Monitoring progress
• Developing your financial literacy

Webinar Number: EF08
Webinar Price: $25.00 AUD
(to be paid at time of date confirmation)
Webinar Duration: 60 Mins
Register your interest in this webinar now and we will notify you when it becomes available
Malcolm Tew, The Money Study, Financial Coach, CSS and PSS Specialist