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The Financial Planning Process

Financial planning is a process where an adviser assists his client in areas such as cash flow management, investment planning, risk management, insurance planning, estate planning etc. Depending on the individual needs and complexity of one’s portfolio, financial planning can be quite a big project.

It is important for a systematic approach to be adopted in order to structure the process to ensure that it is productive, as well as to develop a plan that is suitable, relevant and useful to the client.

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