The Secret Of Your First Step To Financial Freedom Is With Your Wealth Advisor - PowerPoint PPT Presentation

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The Secret Of Your First Step To Financial Freedom Is With Your Wealth Advisor

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The first step in financial freedom must start with you and you alone. Never be overwhelmed with the magnitude of steps that you have to undertake in order to set the right direction. Break up the tasks and start small. Lastly, consult with Advice Hub to help you achieve your financial planning goals. We’re excited to hear from you. – PowerPoint PPT presentation

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Title: The Secret Of Your First Step To Financial Freedom Is With Your Wealth Advisor


1
The Secret Of Your First Step To Financial
Freedom Is With Your Wealth Advisor
2
For most of us, this situation has become all too
familiar
I want to grow my portfolio. I want to retire
rich. I want to improve my financial wellness but
I dont know where to start.
3
Perhaps your busy work schedule or your focus
with your children made you set aside your
long-term financial plans. But let me tell you
one thing there is no better way to improving
your wealth than to actually just start and do
it.
4
To jumpstart your way to early retirement or
maximised capital or compounded wealth, here are
some sure-fire steps to get you started.
5
Make a Financial Plan
  • List down how much capital you want to have after
    investing for a decade or which trust funds do
    you plan to venture in the next five years. By
    being transparent about your objectives, you will
    find it easy for you to navigate through your
    existing resources and plan out how you can
    achieve your desired securities.

6
Assess Your Net Worth
  • Make a record of all your assets and then deduct
    your liabilities so that you will have an idea of
    your net worth. Use this as a guide on your
    investment strategy so that you can minimise
    risks.

7
Have an Emergency Fund
  • Allocate at least 30 percent of your monthly
    income for this special savings that you should
    only touch when a personal crisis arises, like a
    medical emergency or damage to one of your
    beloved home furniture pieces.

8
Do not limit your financial security effort with
a bank account alone
  • Consider investing in stocks, bonds, and other
    money-making opportunities in order to multiply
    your wealth. However, it is best to research on
    the options and match your venture with your risk
    personality.

9
Get professional
finance assistance
  • There is totally nothing wrong with acknowledging
    that you are not a personal finance expert and
    seeking help from a mentor or a highly
    experienced wealth advisor. Before your
    investments become too overwhelming for you to
    understand, consult an expert right away.

10
Get professional
finance assistance
  • There is totally nothing wrong with acknowledging
    that you are not a personal finance expert and
    seeking help from a mentor or a highly
    experienced wealth advisor. Before your
    investments become too overwhelming for you to
    understand, consult an expert right away.

11
Always keep in mind that at the end of the day,
the decision to become wealthy lies with no one
but you. The first step in financial freedom must
start with you and you alone. Never be
overwhelmed with the magnitude of steps that you
have to undertake in order to set the right
direction.
12
Consult with Advice Hub to help you achieve your
financial planning goals.
13
ADVICE HUB
https//advicehub.com.au
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