The Steps in Financial Planning
The Steps in Financial Planning are as follows: Assessing your Financial Situation; Setting Financial Goals; Identify the Strategies; Develop the Plan; Implement the Plan; and
Monitor and Review.
Personal and General Advice, & The Facts
In Australia, there are two types of financial advice, personal advice and general advice, and factual information.
Difference Between Saving and Investing
Saving means putting money aside for safe keeping, investing means there is a risk that you will lose your principal amount.
What Does A Financial Planner Do?
What does a financial planner do? (Video)