Set Goals

Having life and financial goals is a basic requirement for your financial plan- “If you fail to plan , you plan to fail”

  • What happens if you die or become disabled ?
  • How do you protect your income in the event of illness , an accident or retrenchment ?
  • What happens if you get a dread disease?
  • How do you plan to fund the education of your children?
  • How do you fund the purchase of your first car or home or overseas holiday?
  • When do you wish to retire , what are your needs and how will you be able to afford to do so ?