Why is it important to have a healthy positive Net Worth?
What is Net Worth?
What are the implications of Inflation on us?
Do you know how much are you going to have when you retire?
Would you like to maintain the same lifestyle as you have having now when you retire?
Would you like to know how to eliminate your credit card debt?
Message me if you would like a free consultation on how to manage our finances and the answer to the questions above, at no obligation.
5 Golden Rules in investing in Unit Trusts:-
1. Dollar Cost Average (save monthly)
2. Value Cost Average (top up when prices are low)
3. Invest long term (at least 5 years)
4. Have a balanced asset allocation
5. Reinvest your distributions (No service charge, brings down your average cost, helps in compounding your returns)
I also give free seminars on areas of financial planning, ie debt management, managing cash flow, education & retirement planning, how does inflation affect our lives, etc. Please message me for more info.
Financial planning is the process of meeting your life goals through the proper management of your finances.
“You cannot control what happens to you, but you can control your attitude toward what happens to you, and in that, you will be mastering change rather than allowing it to master you.” - Brian Tracy
Are you looking for a career in the unit trust/financial planning industry?
Do message me if you would like to join my team of finance and investment professionals who enjoy flexible working hours and great support amongst other benefits.
What is Net Worth?
What are the implications of Inflation on us?
Do you know how much are you going to have when you retire?
Would you like to maintain the same lifestyle as you have having now when you retire?
Would you like to know how to eliminate your credit card debt?
Message me if you would like a free consultation on how to manage our finances and the answer to the questions above, at no obligation.
5 Golden Rules in investing in Unit Trusts:-
1. Dollar Cost Average (save monthly)
2. Value Cost Average (top up when prices are low)
3. Invest long term (at least 5 years)
4. Have a balanced asset allocation
5. Reinvest your distributions (No service charge, brings down your average cost, helps in compounding your returns)
I also give free seminars on areas of financial planning, ie debt management, managing cash flow, education & retirement planning, how does inflation affect our lives, etc. Please message me for more info.
Financial planning is the process of meeting your life goals through the proper management of your finances.
“You cannot control what happens to you, but you can control your attitude toward what happens to you, and in that, you will be mastering change rather than allowing it to master you.” - Brian Tracy
Are you looking for a career in the unit trust/financial planning industry?
Do message me if you would like to join my team of finance and investment professionals who enjoy flexible working hours and great support amongst other benefits.
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