Happier, Healthier and Wealthier
A Financial Plan should aim to make you happier not just wealthier. This requires:
1. Establishing a CLEAR PATH to IDENTIFIABLE OBJECTIVES
A financial plan should provide an answer to the question: ‘How Much Is Enough?’
2. Think about your SPENDING. Wellbeing from buying items disappears quickly. Wellbeing from experiences lasts as long as the memories.
3. What makes you HAPPY? Spend your money on that! That includes saving – bringing the future closer.