financial planning -everyone needs it!

7
Financial Planning Everyone Needs It !

Upload: finstem-group

Post on 14-Apr-2017

170 views

Category:

Economy & Finance


4 download

TRANSCRIPT

Page 1: Financial Planning -Everyone Needs It!

Financial Planning Everyone Needs It !

Page 2: Financial Planning -Everyone Needs It!

Financial planning is all about lifestyle , protecting your current lifestyle as well as the one you want to enjoy in the future , no matter what stage you have reached in life , sound financial planning is what you need . We all know that as we progress in life our priorities changes as per the circumstances changes , that why it is important to review your financial plan regularly to ensure that it still suits your needs .

Page 3: Financial Planning -Everyone Needs It!

Young , free and Single

At this age you just want to enjoy life with friends

and have fun, however we recommend

small financial planning

steps , that will benefit you in the

future.

Page 4: Financial Planning -Everyone Needs It!

Young Couple- No children If you are living a partner

and you haven’t yet started a family, this is the most affluent stage in your life, when you have two incomes but only one home and no kids, you must get started with your financial planning in this position , since later when you decide to have children , there may not be much spare money left over for saving . All the key areas of financial planning which apply to the ‘ Young , free and Single ‘ also apply to you.

Page 5: Financial Planning -Everyone Needs It!

Empty Nesters When your children s are all grown up and fled

from the nest , it is time to

concentrate on your own financial planning-

especially on your

retirement , making up any

shortfalls in your pensions

provision . 

Page 6: Financial Planning -Everyone Needs It!

The Elderly As you become older and more frail you may have to

make plans on how to fund a long term care should you need it. 

Page 7: Financial Planning -Everyone Needs It!

We at Finstem Group believe that protection of your fund is a prime job and it needs to be

addressed with lot of knowledge and proper planning . Hence , we follow a four step process

of financial planning – Risk Profiling , Goal Planning , Porfolio Structuring and Portfolio

Tracking . Contact usToll Free : 1800-200-4448

Website: finstemgroup.com