Wealth Management: A sample of investment plan Sample of an investment plan for ABC Co A. Investment Objectives An overview of your investment objectives will assist you in formulating your asset allocation and investment strategies. In this...
Wealth Management: A sample of risk profiling questions Sample risk profiling Investments with higher returns are normally associated with higher risks, i.e. the unpredictability in achieving return. For example, although investment portfolio D below...
Warning signs of bad spending habits You use your savings to pay current bills. You pay the minimum amount which is due on your credit card. You always borrow to make it from one pay day to the next. You pay only the minimum amount...
Wealth Management: Why is cash flow planning important? Managing cash inflows and outflows is the first step to have a better understanding of your financial position. Proper management of your cash flow would allow you to utilise any surplus funds to...
