Lay the Foundation of a right Financial Plan
How do we lay the foundation of a right financial plan given the start of a new financial year & COVID hitting us back?
- Have you learnt the lessons from the lockdown caused by COVID last year?
- Have you accumulated your contingency fund?
- Have you strengthened your life & health insurance plans?
- If the pandemic did not impact your job at all, have you revisited your financial goals in the light of market volatility that happened in 2020?
- If your goals are on track is there a review action and therefore an asset-rebalancing action that is required to be done?
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