Financial Planning

Financial Planning

Personal financial planning is very important when it comes to handling one’s finances, and it covers a variety of money-related topics which work together to help you manage your finances.

Financial Planning is an ongoing comprehensive evaluation of an investors current and future financial state to assist you to make sensible decisions about money that can help you achieve your life goals, future cash flows, asset values and withdrawal plans.

Most individuals work in conjunction with an investment or tax professional and use current net worth, tax liabilities, asset allocation, and future retirement and estate plans in developing the plan. These will be used along with estimates of asset growth to determine if a person’s financial goals can be met in the future, or what steps need to be taken to ensure that they are.

With so many financial planning options available to you, it can be difficult to know where to start

Fill in your details and you will be contacted by a regulated financial advisor.

  • Simply complete the form below and click the “Apply Now” button.
  • LikeMoney will send you a sms and an email with the details of the regulated advisor who will contact you.
  • We will then send your details to a regulated advisor who will be in touch with you directly to discuss your needs further.
  • We will only provide your details to one regulated advisor.

Investment Tips For The New Year In SA

Investing your money wisely can mean a lot for your financial situation and future. Since…

Financial Planning Advice: What To Do In A Marriage

Marriage is about being a team and this includes good financial planning which means both…

Financial Planning Guidelines: Be Prepared For The Holidays

As you are probably well aware, the end of the year is just around the…

Financial planning mistakes to avoid

Financial planning needs to be done properly in order to be successful. However, many people…

Financial Planning Advice: Understanding The Basics

Personal financial planning is very important when it comes to handling one’s finances, and it…

Financial Planning Tips

Financial planning is not a one time event, but rather an ongoing process. Reaching your financial…


Powered by WhatsApp Chat

× Whatsapp Chat