THE FINANCIAL PLANNING WEEK
"Supporting the Financial Planning Agenda".
A forum on enhancing Financial Planning as a way to Financial Security.
"as many youth continue to need help planning their Savings and Retirement; the gap between Advise and Consumers grows daily".
WHAT IS FINANCIAL PLANNING?
Financial Planning is the process of wisely managing your finances so that you can achieve your Goals and dreams - while at the same time helping you negotiate the financial barriers that inevitably arise in every stage of life.
THE FINANCIAL SERVICES CONSUMER COMMUNITY
The financial services consumer community referes to the general populace of consumers of financial services across Banking, Investment, Insurance, Pension and Retirement.
The typical african financial services consumer is a (PUSH) user as opposed to a (GOAL) user, under the (PUSH) the consumer uses products that are sold to them as opposed to the (GOAL) user where a consumer makes their choices of products that address their progress towards a secure financial future.
Inspite of the progress towards Financial Inclusion, many of the urban affluent are locked out of a secure financial future due primarily to the fact that they are (PUSH) users as opposed to (GOAL) users.
FINANCIAL PLANNING
INCOME | GOALS | BUDGETS |SAVINGS | CREDIT
"The objective is to introduce and articulate the fact that every choice we make with our finances should be geared towards fulfilment of our Goals if we are to achieve financial security"
PROTECTION PLANNING
INSURANCE | ASSURANCE | HEALTH | POWERS OF ATTORNEY
"The objective is to introduce and articulate the Value, Purpose and Function of protection products, especially Insurance, Assurance and other Legal Documents"