08/12/2021
Set and prioritise your goals
Before you create a wealth management plan, establish the goals you want to achieve for the current and future stages of your life. Some of these goals could include purchasing property the following year, setting aside funds for your children to study abroad for university, or saving for your retirement in 10 years.
Ensure that the goals you want to achieve are aligned with SMART principles: Specific, Measurable, Attainable, Relevant and Time-bound. Then rank them according to their importance and the time frame you'll need to achieve them. Prioritise your goals and ask yourself what you want to achieve first.
