Last Updated on 14, March 2014
You need to be financially literate before engaging us for financial planning but you do not need to be an expert. For maximum benefit, it is recommended that you are familiar with the following subjects:
- Time value for money. Advanced time value for money is used throughout the financial plan.
- Differences between the different asset classes namely: cash, cash-equivalent, property, fixed income and equity.
Like this article? Subscribe to my newsletter below for more.
What do you think? Leave a comment.