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Determine your current financial situation
Identify and develop financial goals
Creating a step-by-step plan to achieve them
Track your progress and make adjustments
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Face to face financial advice online
Feel free to arrange a free online consultation with our financial adviser, in the comfort of your own home or place of work.
Frequently Asked Questions
How to start creating a Personal Financial Plan?
If you have the dedication to learning how to plan on your own, there are a few good resources out there that can help. Here are a few of our favourite personal finance books to help you get started:
• The richest man in Babylon, George S. Clason
• The Intelligent Investor, Benjamin Graham
• The Road To Financial Freedom, Bodo Schäfer
• Rich Dad Poor Dad, Robert Kiyosaki
• Never Eat Alone, Keit Feratzi
• The Essays of Warren Buffett: Lessons for Investors and Managers
• The Black Swan, Nassim Taleb
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