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Financial Plan

Financial plan also known as budgeting is the process of creating a plan to spend your money.

Financial Plan

Financial plan also known as budgeting is the process of creating a plan to spend your money. Creating this plan allows you to determine in advance whether you will have enough money to do the things you need to do. It is very important to follow a budgeting even after you have applied for a rehabilitation process.
Financial Plan

Benefits of a financial plan/budget

  • Meet your obligations

  • Manage money

  • Plan for the future.

  • Identify problems.

  • Shortfall of cash.

  • Monitor your performance.

  • Increases self-motivation.

What to include in your budget?

  • All types of income (basic salary, commission, overtime, extra income) .

  • List all your expenses (Fixed expenses, recurring expenses, non-recurring expenses, seasonal expenses).

“A good monthly budget should follow the 50/30/20 rule”. This method says that your monthly take home income is divided into three categories. 50% is for your needs, 30% is for your wants and 20% is for savings and debt repayment.

 

“A budget is telling your money where to go instead of wondering where it went” Dave Ramsey

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Our Services

Services we offer to our clients

As independent wealth planners, we can work with you in a clear, transparent partnership, and offer you objective, comprehensive advice.

No matter how complex your finances or personal situation, we have the expertise and market-leading tools at our disposal to provide you with sophisticated and forward-thinking advice, tailored precisely to your needs.

Your personal wealth adviser will consider your finances as a whole to ensure your plans, savings and investments are working hard, and harmoniously together, to achieve your objectives.

Why is this service important?

Investment management

Our expert Investment Managers can run a personalised investment portfolio on your behalf or support you in making your own investment decisions.

Personal wealth planning:

Our independent Wealth Planners can help manage all aspects of your finances and investments meet your financial goals now and in later life.

Protect yourself from fraud:

We are aware that fraudsters are using the Canaccord Genuity name,some of the measures you can take to protect you and your money from fraud.

As independent wealth planners, we can work with you in a clear, transparent partnership, and offer you objective, comprehensive advice.

No matter how complex your finances or personal situation, we have the expertise and market-leading tools at our disposal to provide you with sophisticated and forward-thinking advice, tailored precisely to your needs.

Your personal wealth adviser will consider your finances as a whole to ensure your plans, savings and investments are working hard, and harmoniously together, to achieve your objectives.

Why is this service important?

Investment management

Our expert Investment Managers can run a personalised investment portfolio on your behalf or support you in making your own investment decisions.

Personal wealth planning:

Our independent Wealth Planners can help manage all aspects of your finances and investments meet your financial goals now and in later life.

Protect yourself from fraud:

We are aware that fraudsters are using the Canaccord Genuity name,some of the measures you can take to protect you and your money from fraud.

As independent wealth planners, we can work with you in a clear, transparent partnership, and offer you objective, comprehensive advice.

No matter how complex your finances or personal situation, we have the expertise and market-leading tools at our disposal to provide you with sophisticated and forward-thinking advice, tailored precisely to your needs.

Your personal wealth adviser will consider your finances as a whole to ensure your plans, savings and investments are working hard, and harmoniously together, to achieve your objectives.

Why is this service important?

Investment management

Our expert Investment Managers can run a personalised investment portfolio on your behalf or support you in making your own investment decisions.

Personal wealth planning:

Our independent Wealth Planners can help manage all aspects of your finances and investments meet your financial goals now and in later life.

Protect yourself from fraud:

We are aware that fraudsters are using the Canaccord Genuity name,some of the measures you can take to protect you and your money from fraud.

As independent wealth planners, we can work with you in a clear, transparent partnership, and offer you objective, comprehensive advice.

No matter how complex your finances or personal situation, we have the expertise and market-leading tools at our disposal to provide you with sophisticated and forward-thinking advice, tailored precisely to your needs.

Your personal wealth adviser will consider your finances as a whole to ensure your plans, savings and investments are working hard, and harmoniously together, to achieve your objectives.

Why is this service important?

Investment management

Our expert Investment Managers can run a personalised investment portfolio on your behalf or support you in making your own investment decisions.

Personal wealth planning:

Our independent Wealth Planners can help manage all aspects of your finances and investments meet your financial goals now and in later life.

Protect yourself from fraud:

We are aware that fraudsters are using the Canaccord Genuity name,some of the measures you can take to protect you and your money from fraud.

Let us help you with your Financial Plan

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