James Blair and Luke Kemeys go through all the steps you need to build your financial plan and become financially bulletproof in 2023. A financial plan is your blueprint for your dream lifestyle, in this session, James will go through the entire financial plan process including:
Goal setting
Cashflow management
Identifying investment opportunities
Asset allocation based on your goals
Financial projection software
Retirement planning
Common mistakes we see
Luke and James will then go through their top tips for becoming financially bulletproof in 2023. Questions are available throughout the webinar.
The content in this podcast is the opinion of the hosts. It should not be treated as financial advice. It is important to take into consideration your own personal situation and goals before making any financial decisions.
Cheques and Balances