What is Financial Planning?

Financial planning is a systematic approach whereby the financial planner helps the customer to maximize his existing financial resources by utilizing financial tools to achieve his/her financial goals.



  1. Set Goals
    Collect financial information needed to generate a proper financial proposal.
  2. Formulate Plan
    The planner sets out and develops a set of recommendations to help the client achieve financial goals.
  3. Take Action
    The planner will help the client to take action through the most appropriate financial tools.
  4. Monitoring Progress
    The financial plan must be constantly reviewed.

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