Careful planning is important. The key is to set priorities and work steadily towards long-term goals, e.g. buying a home, saving for your child’s education or planning for your retirement.

Questions you may ask yourself…

When is the best time to start considering financial planning?

It’s never too late or too early to start!  However it is true that the earlier you start your financial plan, the more beneficial it is in the long run.

Changing circumstances affects everyone at any age and each individual’s financial plan is expected to change from time to time.  This is to keep up with the changing society, laws and financial markets. 

Can I do my own financial planning?

Yes!  There are financial planning software, magazines and books that you can learn and refer to for Financial Planning. 

Speak to one of our Personal financial planners for more information.

Why should I seek advice from a financial planner?

  • You don’t know how or where to start planning for your financial future
  • You just don’t have the time
  • You need expertise and knowledge that you don’t have in certain areas of your finances

Best financial planning practices to keep in mind

  • Start now! Don’t wait till it is necessary.
  • Start with what you’ve got, financial planning is beneficial for everyone and not just for wealthy people.
  • Look at the big picture - understand the effect your financial decisions have on all areas of your life.
  • Be realistic. Set measurable financial goals and not unrealistic returns on your investments.
  • Evaluate and update your financial plan on a regular basis
  • Take charge! Be in total control of your finances.

Start planning for a bright financial future today!

Have peace of mind and long-term financial security. Learn more about how we can assist you with financial planning by visiting any of our 12 branches or Financial Hub/Investment Hub today for a free consultation with one of our Personal Financial Planners or call the numbers listed for more information.
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