Your Financial Plan
We tend to jump right into the world of investing, however, it is important to have a financial plan that underpins everything you do with your money and as an investor.
Why do I need a financial plan?
Smart investors know that the key to succesful investing is having a 'roadmap' - a guide to all their financial decisions. Having a written financial plan is the first step to securing your financial future and having the capacity to invest.
Having a financial plan answers 3 key questions:
- How much, when and how should you save?
- How should the savings be invested until you need them?
- How much and when will you use the savings?
Learn more about a range of important finacial plan related topics by exploring external resources
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