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Advice on Your Financial Plan.

You can become financially successful by controlling and growing your money through creating and implementing your Personal Financial Plan.
Remember, most people don't plan to fail; they just fail to plan.

What is a Financial Plan and Why You Should have One

secrets of savingsYou would not go on a long journey, in unknown place, without a map, because you may never arrive at your destination.
Well, by not having a plan for your financial future you are doing just that!

A Financial Plan links your finances with where you want to be in life. It is a logical process that clarifies your day-to-day cash-flow, saving, investments, life and disability cover, retirement and estate planning - today and in the future.

It helps you decide on how best to allocate your resources to meet your goals.
It helps to keep you on track - checking how you are progressing towards your goals and how best to deal with any deviations.
It puts your dreams into perspective by reducing them to rands and cents.

You need to answer these questions:

Financial Planning deals with setting goals and creating a plan to help you realize these goals.

We all have different financial priorities during the stages of our lives.
However, regardless of your age or current life stage, you do need a plan.

The most important areas of financial planning can be placed into three broad categories:
(1) Budgeting and Saving,
(2) Retirement Investment,
(3) and Estate Planning.

Your financial plan will help you;

It's never too early to start!

Start planning as soon as you can.

Don't delay your financial planning.
People who save or invest small amounts of money early, and often, tend to do better than those who wait until later in life.
Use the power of Compound Interest to make you wealthy!

By developing good financial planning habits such as saving, budgeting, investing and regularly reviewing your finances early in life, you will be better prepared to meet life changes and handle emergencies.

Contact me today!







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YMYL: YOUR TRUSTED, QUALIFIED ADVISOR
peter pyburnPeter Pyburn - Authorised Financial Services Provider, fully licensed to render financial services since 1991. Death and Disability Planning; Retirement Planning; Investment Planning; Healthcare and Estate Planning.

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Last update: October 31, 2024