plan for the road ahead eng
TRANSCRIPT
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
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
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…
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
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”
Die beplanningsproses STAP 1
Verstaan jou beterVerstaan jou beter
Obtain personal financial
information
To better understand
you….
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
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
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
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
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
The elements of financial planning
GOALS
SOLUTIONS
Risk planning Retirement planning
Investment-/Saving planning
Short term Medium term Long term
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