Positively moving forward financially
Living through a worldwide pandemic is definitely not something most were prepared for. How we choose to move positively forward financially through it though, is very important. Don’t despair as it is not too late to be prepared in case of the unimaginable happening. First things first;
1. Review your short and long term plans.
2. Cover your debt.
3. Record your wishes.
In saying this, we can share experiences as friends and family have been impacted by sudden losses- unprepared loses.
Families of these unfortunate individuals have had to cope without money, without security and without professional guidance.
Don't say "it will never happen to me”.... Covid-19 is a reality and affects more innocent lives than what we care to admit.
Please take the time to get your financial coach to assist you in doing the following 3 things:
Review your short and long term plans: ask your financial adviser to assist you with planning for your future during uncertain times (especially during this pandemic). Many people abandon their goals and plans during periods of crisis and uncertainty - make sure yours are still on track and have been adapted to our changing environment.
Cover your Debt: make sure that should something happen to you that all your debt is insured and can be paid off - Don't leave the debt for your dependents and family to pay off. This can be done through credit insurance.
Record Your Wishes: ask your professional adviser to assist you in getting a proper, well thought through Will in place to ensure that all your loved ones can survive financially if you are not there anymore. A well put Will will avoid arguments between family members when you are not around and will ensure your money is where you want it in your absence.
Have a sit down with one of our professional advisers today, and move positively forward financially.