Education
What is Financial Planning?
Financial planning is a systematic approach whereby the financial planner helps the customer to maximize his existing financial resources by utilizing financial tools to achieve his/her financial goals.
- Set Goals
Collect financial information needed to generate a proper financial proposal.
- Formulate Plan
The planner sets out and develops a set of recommendations to help the client achieve financial goals.
- Take Action
The planner will help the client to take action through the most appropriate financial tools.
- Monitoring Progress
The financial plan must be constantly reviewed.
