financial planning

Τhere’s no time like the present to grasp life’s opportunities

Creating a lifetime plan and staying focused & disciplined in an instant gratification world are the recipes to financial success

Jumping over hurdles caused by an economic crisis - The stock market has plenty of hurdles to overcome, particularly in volatile times caused by a serious economic unrest. Before acting on some headline take professional advice as misinformation and biases can trick you into making the wrong decision. Investors can jump over these hurdles by not taking the bait, specifically news, numbers or context that has been manipulated to make a point or draw a conclusion

Financial Planning is the process of developing and maintaining a viable fit between your objectives and financial assets

Longevity is the risk that you will outlive your retirement savings. The best plan is to manage your retirement savings to cover you comfortably throughout a long retirement – 30 years or more

The video explains that regular saving is the centre point of a successful financial plan and starting early makes a huge difference

A starting point for taking control of your personal financial situation is understanding, optimising, and modelling your cash flow by creating stress-test events

Integrity and Trust are the most important ingredients to any functioning modern economy between providers of financial services, clients and even wider society