7 Things A Financial Advisor Can Help You Do
7 things your planner can help you do
1. Set realistic goals and take steps to achieve them. 2. Save for education. 3. Plan and save for retirement. 4. Choose the right mix of investments. 5. Decide what type of insurance you need. 6. Build an estate to leave to your family or charity. 7. Save and invest in ways that reduce your taxes.
If you would like to achieve these goals
then let’s meet for a consultation.
Email : warrenb@oraclebrokers.com
Cell: 082 490 5182
www.financial-planning-sa.net
