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Your Financial Plan
- 1. … .
- 2. What we are going to discuss … Why do you need a plan? What does Old Mutual Personal Financial Advice (OMPFA) offer The planning process The elements of a financial plan Who are we?
- 3. Why do you need a plan? “ Financial planning should, simply, be about strategies that create, preserve and grow your wealth based at every point on your needs” – Bruce Cameron “ You are flying blind if you fail to draw up a plan” – Personal Finance
- 4. Why do you need a plan? Life stages … Roll mouse cursor over an appropriate stage to view more.
- 16. Who are we?
- 17. The planning process Understanding you better STEP 1
- 18. The planning process Discovering your hopes & dreams STEP 2
- 19. The planning process Taking a closer look STEP 3
- 20. The planning process The way forward STEP 4
- 21. The planning process The plan STEP 5
- 22. The planning process STEP 6 Reviewing the journey
- 23. The elements of a financial plan GOALS SOLUTIONS RISK PLANNING RETIREMENT PLANNING INVESTMENT/ SAVINGS PLANNING Short Term Medium Term Long Term PROTECTION OF WEALTH WEALTH CREATION LIFE STAGES
- 24. Questions?
Hinweis der Redaktion
- The areas that I would like to cover are 1) the importance and need for financial planning 2) What can I as an accredited financial planner with PFA offer you, 3) Briefly the structure of the planning process, 4) Broadly what should the structure of “your plan” be and if more detailed is required by you the planning steps in more detail. I as a financial planner must be attuned to what your financial needs and dreams are and at the same time it is my obligation to ensure that you are aware of the implications of your present financial plan as ell as any financial plan that I propose. From the start an integral part of financial planning is making sure that you are also aware of the financial planning service that I and PFA can provide you bth now and in the years ahead. Let us firstly look at need for a plan.
- While the stages in our lives determine the "course" of the journey, the events that befall us while on that journey are what makes it what it is - life.
- At personal financial advice we have the following core
- Thank you once again for confirming the appointment Mr./ Mrs./ Ms X. Before I proceed with our discussion today it is crucial that in the next 15 minutes I provide you with insight and context as to what we at PFA mean by “your” life plan.