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When financial plans focus on a client’s personal goals instead of arbitrary benchmarks, it creates motivation and satisfaction. For these reasons, and because many investors appreciate the level of personalisation of goals-based financial planning, this approach is gaining popularity.
Read More ...Posted by Gary Walker on Friday, April 29, 2022 Views: 63
Goal setting is something we learn about in school and most people find the concept quite boring. However, when it comes to your personal finances, goal setting is one of the most important and useful activities you can do.
Read More ...Posted by Gary Walker on Tuesday, April 12, 2022 Views: 59
In this article, we take a look at the role a financial advisor plays in working towards and achieving financial independence in today’s difficult economic climate.
Read More ...Posted by Gary Walker on Thursday, March 31, 2022 Views: 130