" What is Financial Planning?
Financial Planning is a professional service to individuals, their families and their businesses to provide impartial assistance in analysing and organising personal financial affairs in order to achieve financial and lifestyle goals.
For the client, this process involves gathering relevant financial information, determining his goals in life, examining his current financial status and coming up with a strategy or plan as to how he may achieve his goals given his current situation and future plans. These goals in life may include buying a home, saving for a child’s education, planning for a comfortable retirement or starting a business. "
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