Wednesday | 08 April | 2020
Step 1: Compile a comprehensive budget. Once we know how our income and expenses are managed, we can plan for what needs to happen on the road ahead.
Step 2: Once we know what is available for savings, we need to identify the right vehicle for our planning. Every investment vehicle at our disposal will have certain rules and regulations.
Step 3: Identify the relevant risks associated with the investment vehicle we will be using (to manage the risk, we will look at life insurance focused on income protection).
Step 4: Take action and execute the plan. At this point we know what we have available for savings, where we will save it, and the relevant risks are covered.
Solidarity Financial Services (FSP 15556) provides independent advice for needs such as retirement planning, income protection and estate planning.
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* All information was correct at the time of publication.