Download - Plan for the road ahead Eng
![Page 1: Plan for the road ahead Eng](https://reader033.vdocuments.net/reader033/viewer/2022042722/58a220c81a28abff418b6d1f/html5/thumbnails/1.jpg)
Your Life Plan
FANIE VAN WYK - 076 799 23701 Buchler street, Hillcrest, KimberleyFax: 086 299 2742Office: 053 8611 647E Mail: [email protected]: www.anfbrokers.biz
![Page 2: Plan for the road ahead Eng](https://reader033.vdocuments.net/reader033/viewer/2022042722/58a220c81a28abff418b6d1f/html5/thumbnails/2.jpg)
What we are going to discuss…
Why do you need a plan?
What can your financial advisor offer
you?
Who am I / Who are we?
The planning process
The Elements of a Financial Plan
![Page 3: Plan for the road ahead Eng](https://reader033.vdocuments.net/reader033/viewer/2022042722/58a220c81a28abff418b6d1f/html5/thumbnails/3.jpg)
Why do you need a plan?
“You are flying blind if youfail to draw up a plan”
- Personal Finance
“Financial planning should, simply, be about strategies that create, preserve and grow your wealth based at every point on your needs”
- Bruce Cameron
What we are going to discuss…
![Page 4: Plan for the road ahead Eng](https://reader033.vdocuments.net/reader033/viewer/2022042722/58a220c81a28abff418b6d1f/html5/thumbnails/4.jpg)
Phases of Life…
Why do you need a plan?
Move the mouse cursor over a specific and click phase for more information
Single and setting out in your career
Single and Settled Married
Family lifeDivorced
RetrenchmentDeeply in debt
Empty nest
Death
Comfortable retirement
![Page 5: Plan for the road ahead Eng](https://reader033.vdocuments.net/reader033/viewer/2022042722/58a220c81a28abff418b6d1f/html5/thumbnails/5.jpg)
What can Personal Financial Advice offer you?
• Financial advice of excellent quality, based on goals• Through holistic financial advice• Ongoing financial advice• Offered by a professional financial advisor• A comprehensive personalised lifelong plan• Your financial plan changes according to your
circumstances• Backed by the best product providers
“It all starts with a plan… a lifelong plan”
![Page 6: Plan for the road ahead Eng](https://reader033.vdocuments.net/reader033/viewer/2022042722/58a220c81a28abff418b6d1f/html5/thumbnails/6.jpg)
Die beplanningsproses STAP 1
Verstaan jou beterVerstaan jou beter
Obtain personal financial
information
To better understand
you….
![Page 7: Plan for the road ahead Eng](https://reader033.vdocuments.net/reader033/viewer/2022042722/58a220c81a28abff418b6d1f/html5/thumbnails/7.jpg)
Die beplanningsproses
Vind uit wat Vind uit wat jou hoop jou hoop
en drome isen drome is
STAP 2
Obtain personal financial
information
To better understand
you….
Plan ahead and set financial
goals
![Page 8: Plan for the road ahead Eng](https://reader033.vdocuments.net/reader033/viewer/2022042722/58a220c81a28abff418b6d1f/html5/thumbnails/8.jpg)
Verskou dit Verskou dit van naderbyvan naderby
Die beplanningsproses STAP 3
Obtain personal financial
information
Plan ahead and set financial
goals
Do a comprehensive financial
needs analysis
![Page 9: Plan for the road ahead Eng](https://reader033.vdocuments.net/reader033/viewer/2022042722/58a220c81a28abff418b6d1f/html5/thumbnails/9.jpg)
Die beplanningsproses STAP 4
Die pad vorentoeDie pad vorentoe
Obtain personal financial
information
Plan ahead and set financial
goals
Do a comprehensive financial
needs analysis
Recommend solutions
The road
ahead
![Page 10: Plan for the road ahead Eng](https://reader033.vdocuments.net/reader033/viewer/2022042722/58a220c81a28abff418b6d1f/html5/thumbnails/10.jpg)
Die beplanningsproses
Die planDie plan
STAP 5
Plan ahead and set financial
goals
Do a compre-hensive financial needs
analysis
Recommend solutions
Obtain personal financial
information
Implement solutions
and compromises
The plan
![Page 11: Plan for the road ahead Eng](https://reader033.vdocuments.net/reader033/viewer/2022042722/58a220c81a28abff418b6d1f/html5/thumbnails/11.jpg)
Die beplanningsproses STAP 6
Hersien die reisHersien die reis
Plan ahead and set financial
goals
Do a comprehensive financial
needs analysis
Recommend solutions
Obtain personal financial
information
Implement solutions
and compromises
The circumstance
s and solutions Re-evaluate
the plan
![Page 12: Plan for the road ahead Eng](https://reader033.vdocuments.net/reader033/viewer/2022042722/58a220c81a28abff418b6d1f/html5/thumbnails/12.jpg)
The elements of financial planning
GOALS
SOLUTIONS
Risk planning Retirement planning
Investment-/Saving planning
Short term Medium term Long term
Wea
lth
Wea
lth
prot
ecti
onpr
otec
tion
Wea
lth
Wea
lth
Crea
tion
Crea
tion