Description

Planning of your investment goals is essential if you are going to stand a chance of achieving them. Gain an understanding of what you can afford now and what you hope to achieve in the future. Tony sets out what needs to be clear and precise for you to be able to reach the financial position you are aiming for. 

KEY TAKEAWAYS

• Consider factors such as your income, age and the future needs that you are addressing.

• When investing you are allocating your funds to an asset that you hope will grow over time so it is important to consider your investment strategy. 

• The type of account you should consider depends on when you wish to access your money and the amount of risk you are willing to take.

• You might consider mixing your risk types and take into consideration being tax efficient.

BEST MOMENTS

'The wealth you create can be used for a variety of objectives such as meeting shortfalls in income, saving up for retirement, or fulfilling certain specific obligations such as repayment of mortgages, loans, debt, school fees or university fees or payment of any assets that are important to you.'

‘What will you actually get back?'

‘Review. Review. Review. Make time to review your investments on a regular basis to check they are on track to meet your goals.'

VALUABLE RESOURCES

Tony Talks Wealth - https://omny.fm/shows/tony-talks-wealth  
Sign Up Now For Exclusive Tony Talks Wealth Content at https://www.patreon.com/TTWealth  

ABOUT THE HOST

Tony Thomas is a published author, one of the top financial advisers in the UK voted for by his clients, the first Chartered Financial Planner in the UK, Independent Financial Adviser, Mentor, Trainer. Life Planner and Money Coach. He is also a pension and investment specialist as well as the regional Chartered Champion for South Wales.  

“Live For Today, Invest For Tomorrow”

CONTACT

Tony's official website: https://ttwealth.co.uk/
Facebook: https://www.facebook.com/TonyThomas.IFA/
LinkedIn: https://www.linkedin.com/in/tonythomas2/

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