Just like your body needs a workout and diet plan to get fit or keep fit, your personal finances also need a plan to get fit or keep fit. We service both needs. Most people start saving or investing without a clear plan in mind. Due to this they end up breaking their long term investments for short term needs. We help our clients make their financial plans and ensure they stick by it by following up and reviewing their investments often. A plan is essential in completing a goal, it ensures that the mind has a blueprint of where one is heading. To Get Fit finances one must have a clear goal and think about life goals one wants to achieve. The Financial Planning required for achieveing those is quite an art. One needs to think of the simplest things that can go right or wrong and make sure one is always on track.
They say 'life is a journey and not race, so is your financial life.' Many start saving or investing without a clear goal in mind, hence there is no clear plan of when and where the resources they build are to be utilised.Thus not having a clear plan leads people breaking their long term investments for short term needs. eg. There are many cases where landowners struck gold, by selling their lands at high rates. They became millionaires overnight. Many of them did not have a plan and lost their wealth just as easily.
We help our clients make their financial plans and ensure they stick by it by following up and reviewing their investments often. Our plans and reviews cover the following:- 1. Getting the right investment/product for your needs. 2. Understanding and being on top of the inflation and taxation impact on the plans, and help you achieve your goals despite them. 3. Ensuring you have all boxes ticked which comprise of your financial plan. eg. There are many cases where qualified hardworking professionals and businessmen have realised their dreams by effectively planning their careers, however overlooked the financial plan of life. This has made them think they have plenty and when the time came, they realised they hadn't picked the right assets through their lives. Don't let this happen to you!