Be Your Own Financial Advisor: Financial Planning Investment Options Risk Management Tax Management Succession Planning

<p>Investing without sufficient knowledge is speculative investing which can be disastrous. You need to take care of your own money.</p><p>Investment does not start and end with buying a financial product. Investment is a journey that involves:</p><p>1. Learning investing basics;</p><p>2. Developing a planned investment strategy based on goals;</p><p>3. Knowing and choosing the right investment products that you understand;</p><p>4. Creating protection for yourself family and all assets;</p><p>5. Understanding implications of tax on investments;</p><p>6. And finally ensuring that the wealth you create is passed on safely to yourlove ones.</p><p>Unlike many other books there are no promises of making you rich overnight but only to help you invest with knowledge and caution in a systematic way.</p><p>The world is changing fast. Covid-19 has impacted businesses and nations. There will be several serious disruptions. As investors we need to be vigilant and careful.</p><p>The book aims to make you an INFORMED INVESTOR.</p><p>The important things you could do on your own after reading this book:</p><p>1. Create your own personal financial plan.<br/>2. Choose investment products.<br/>3. Create a protective ring around you your family and your assets.<br/>4. Manage your taxes efficiently.<br/>5. Create a good succession plan.<br/>6. Plan an efficient documentation system.</p><p>Wishing you happy and safe investing!</p>