Description

We know that no two people have identical financial circumstances, which is why it's essential you have a tailored financial planning solution in place and take real action on it. During times of market volatility it's important to resist backing out of the markets altogether, it is rarely the right thing to do. Tony details how a comprehensive financial plan can provide you with a focused design based on you and the life you want to live. 

KEY TAKEAWAYS

• Goal based financial planning enables investors to act in a systematic and disciplined manner to achieve their set of goals. It allows them to act with focus in volatile markets.
• A broad knowledge of everything ranging from complex retirement investment products to risk management and tax laws is very difficult to acquire. A financial roadmap provided by an expert Financial Advisor should provide clarity in adverse conditions in the future.
• Setting financial goals is essential to your success. It helps you stay confident you are heading in the right direction. 

BEST MOMENTS

‘Building wealth takes time and effort. Like any activity, be it growing a business or learning a new skill, you need to decide early on what your long term objectives are.' 

‘Procrastination is something we all do battle with from time to time. However, when you set goals in life it helps you understand that procrastination is dangerous. It is a waste of time.'

‘Can I sleep comfortably knowing I'll have enough money for my future? Do I have the security of knowing where I'm heading financially? Am I going to be able to maintain my current lifestyle once I stop working? Do I feel empowered to financially deliver the life I want today and also tomorrow? Have I made sufficient financial plans to live the life I want and not run out of money? Do I have a complete understanding of my financial position? What is my number to make my current and future lifestyle a reality and also financially secure?'

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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