FINP048.docx
Many people think that financial advice is only for the rich and famous. This article explains why this is not the case and focuses on the importance of having a strategy regardless of age, gender or circumstances.
Financial planning. That’s for people with lots of money to invest, isn’t it?
Not necessarily.
Sure, investment planning is an important part of financial planning, but underpinning the whole process of creating wealth in the first place is having a good financial strategy.
For many people that strategy is taking each day as it comes and letting the future look after itself; but in a complex and ever-changing world, isn’t a more active approach a good idea?
Each of us has specific needs and desires, of course, but there are a number of common challenges that we need to think about when developing our financial strategies.
To download and use this content, make sure you're logged in to the Library then hit the Download button.
No login details? Register here for full access.
Are you a qualified financial planner with hands-on experience and a passion for writing?
Yes? Click here to learn more about joining our writing team