Upload
finstem-group
View
169
Download
4
Embed Size (px)
Citation preview
Financial Planning Everyone Needs It !
Financial planning is all about lifestyle , protecting your current lifestyle as well as the one you want to enjoy in the future , no matter what stage you have reached in life , sound financial planning is what you need . We all know that as we progress in life our priorities changes as per the circumstances changes , that why it is important to review your financial plan regularly to ensure that it still suits your needs .
Young , free and Single
At this age you just want to enjoy life with friends
and have fun, however we recommend
small financial planning
steps , that will benefit you in the
future.
Young Couple- No children If you are living a partner
and you haven’t yet started a family, this is the most affluent stage in your life, when you have two incomes but only one home and no kids, you must get started with your financial planning in this position , since later when you decide to have children , there may not be much spare money left over for saving . All the key areas of financial planning which apply to the ‘ Young , free and Single ‘ also apply to you.
Empty Nesters When your children s are all grown up and fled
from the nest , it is time to
concentrate on your own financial planning-
especially on your
retirement , making up any
shortfalls in your pensions
provision .
The Elderly As you become older and more frail you may have to
make plans on how to fund a long term care should you need it.
We at Finstem Group believe that protection of your fund is a prime job and it needs to be
addressed with lot of knowledge and proper planning . Hence , we follow a four step process
of financial planning – Risk Profiling , Goal Planning , Porfolio Structuring and Portfolio
Tracking . Contact usToll Free : 1800-200-4448
Website: finstemgroup.com