Many people have taken advantage of the Coronavirus lockdown to learn new skills – from baking bread to knitting, to learning a language. But trading securities, like rewiring the house, is not something you should do without professional advice.
Well, here we are again with yet another event that will impact markets and therefore your portfolios. Before I put these things into perspective from a financial point of view, I do want to acknowledge that events like these are terrible for the world at large. The uncertainty, fear and noise can unsettle us all, and there will be impacts to markets as we are seeing.
Alman Partners are proud to be a founding member of the Global Association of Independent Advisors.
This experience involves a Discovery meeting, and a Concept meeting, resulting in a tailor-made financial plan. Let’s take a look at what happens in our concept meeting.
Do you often feel like you’re on a treadmill when it comes to getting paid each week/month and having to meet all of the routine family expenses, loan repayments, bills etc? Like you’re running on the spot, and going nowhere? In our Mackay and Bowen Basin region, this is often amplified, because there are often very healthy incomes that make us feel like we should be getting ahead!
It has been said often that if you fail to plan, you plan to fail. Most successful businesses have a Business Plan, and most financially successful people have a Personal Financial Plan.
This experience involves a Discovery meeting and a Concept Meeting, resulting in a tailor-made financial plan. Let’s take a look at the Discovery meeting, or “Step 1.”
