Setting goals

Setting goals

The first step in any financial plan is to set clear and realistic financial and lifestyle goals, such as, at what age you want to retire and how much money you would be comfortable with. Goals provide you with a sense of direction and ensure you do not leave too much to chance. Your goals should also help you work out an effective investment strategy and guide you in selecting the appropriate assets. In particular, your goals will help you determine the level of return you should be striving to achieve.

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Setting goals

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Setting goals

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