Overview
Everybody in this world needs financial help, they just don't know they need it yet. As a qualified financial planner I can only help so many people and as a business owner I have to charge to do this. But financial advice is so important, I wanted to make this available to everyone.
This book is basically like I am working directly with the reader and taking them through our financial planning process - from understanding their financial history, to setting long-term goals and everything in between.
The book has specific actions the reader can take in terms of increasing saving, how to be tax-efficient in their investing and what investment strategy they can use.
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A wonderful book. Financial planning is, when done properly, as much a question of philosophy and psychology as it is about economics and finance. It is always welcome to see someone recognise this. Rory Sutherland, Vice Chairman, Ogilvy
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Details
- ISBN-13: 9781915229397
- ISBN-10: 1915229391
- Publisher: Clink Street Publishing
- Publish Date: November 2023
- Dimensions: 8 x 5 x 0.5 inches
- Shipping Weight: 0.41 pounds
- Page Count: 184
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