STEPS TO TAKE FOR FINANCIAL SUCCESS

There are 5 well recognised steps to the financial advisory process:

  1. Prepare a budget detailing your expenses and your income.
  2. Then track actual expenses against that budget for a 3 month period, to see whether the budget is an accurate reflection of your reality.
  3. Check every debit order on your bank statement to make sure they are relevant.
  4. Make a schedule of all your assets and all your debt. Split assets into investment assets and lifestyle assets.
  5. At this stage many people realise that professional advice is likely to add value.

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