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Financial Planning defined
Who Needs Financial Planning?
Why Plan with CERTIFIED FINANCIAL PLANNER Professionals?
Take The First Step into A Bright Future
Financial Planning defined
Financial planning is the process of setting, planning, achieving and reviewing your life goals through the proper management of your finances.
Life goals include buying a home, getting married, raising children and planning for their education, insuring yourself and your family, setting aside money for retirement and investing it, estate and tax planning, etc.
Life goals are not limited to personal matters; they may involve starting a business and financing it, joining or withdrawing from a partnership, etc.
Who Needs Financial Planning?
Do not think that financial planning is only for multi-millionaires.
You do not need to have accumulated a lot of money to turn to financial planning. You may start as soon as you are financially independent.
More and more ordinary men and women have recognised the importance of starting financial planning early to benefit themselves and their families.
Starting financial planning early has the advantage of achieving your life goals ahead of others who do not.
Why Plan with CERTIFIED FINANCIAL PLANNER Professionals?
They are holding a CFP certificate issued by The Institute of Financial Planners of Hong Kong (IFPHK) or affiliated institutes of the Financial Planning Standards Board (FPSB) around the world.
They will, if you permit, review all of your financial planning needs including savings, investment, insurance, retirement, estate and tax planning, etc.
This comprehensive approach to find solutions for your financial goals sets the CFP professionals apart from other financial advisers, who may have been trained to focus only on a particular area of your financial needs.
Take The First Step into A Bright Future
Starting financial planning and choosing a financial adviser may be one of the most important decisions you make for yourself and your family.
For more information:
Financial planning is the process of setting, planning, achieving and reviewing your life goals through the proper management of your finances. How does it affect your life? Find the answers by downloading “What is Financial Planning?”.
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CFPCM , CERTIFIED FINANCIAL PLANNERCM and  are certification marks owned outside the U.S. by Financial Planning Standards Board Ltd.(FPSB).
The Institute of Financial Planners of Hong Kong Limited (IFPHK), is the marks licensing authority for the CFP marks in Hong Kong and Macau, through agreement with FPSB.
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