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Plan For Happy - A step-by-step guide to growing your money - cover

Plan For Happy - A step-by-step guide to growing your money

Adam Walkom

Publisher: Clink Street Publishing

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Summary

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
Available since: 11/28/2023.
Print length: 184 pages.

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