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Plan for Happy

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Everybody in this world needs financial help, they just don't know they need it yet. As a qualified financial planner I can only help so many people and as a business owner I have to charge to do this. But financial advice is so important, I wanted to make this available to everyone. This book is basically like I am working directly with the reader and taking them through our financial planning process - from understanding their financial history, to setting long-term goals and everything in between. The book has specific actions the reader can take in terms of increasing saving, how to be tax-efficient in their investing and what investment strategy they can use.***A wonderful book. Financial planning is, when done properly, as much a question of philosophy and psychology as it is about economics and finance. It is always welcome to see someone recognise this. Rory Sutherland, Vice Chairman, Ogilvy

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  • Sprog:
  • Engelsk
  • ISBN:
  • 9781915229397
  • Indbinding:
  • Paperback
  • Sideantal:
  • 184
  • Udgivet:
  • 28. november 2023
  • Størrelse:
  • 127x13x203 mm.
  • Vægt:
  • 186 g.
  • 2-3 uger.
  • 25. november 2024
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Beskrivelse af Plan for Happy

Everybody in this world needs financial help, they just don't know they need it yet. As a qualified financial planner I can only help so many people and as a business owner I have to charge to do this. But financial advice is so important, I wanted to make this available to everyone. This book is basically like I am working directly with the reader and taking them through our financial planning process - from understanding their financial history, to setting long-term goals and everything in between. The book has specific actions the reader can take in terms of increasing saving, how to be tax-efficient in their investing and what investment strategy they can use.***A wonderful book. Financial planning is, when done properly, as much a question of philosophy and psychology as it is about economics and finance. It is always welcome to see someone recognise this. Rory Sutherland, Vice Chairman, Ogilvy

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