Episode 2: Five Steps to a Successful Personal Financial Plan – What You Need to Know?
Episode 2: Five Steps to a Successful Personal Financial Plan – What You Need to Know?
Watch Lan Nguyen and Phil Nguyen discuss why now is the best time to review, reconstruct your personal financial plan. They also shows the 5 steps to write an effective personal financial plan.
Topics discussed in this webinar are the following:
- Why a plan is needed now?
- Sharemarket and your wealth
- How COVID-19 changed our economy forever
- Purchasing power of your money is continuously dropping
- Status of household debt
- Australians are experiencing severe financial stress before COVID-19
- Steps to start your own Personal Financial Plan
- Know where you are: Gen X, Gen Y, Gen Z, Baby boomers
- Know where your destinations: Your ultimate goals
- How to set SMART GOALS
- Create a Plan: Ways to get to your destination.
- Strategy: Assessment of your current budget and spending and risk profile
- Implemention
JOIN our Success Group Community on Facebook to join other entrepreneurs and business owners on discussions about our economy and to get the help that you need to survive and thrive during the pandemic.
Video recorded on 25 August 2020.
About Lan Nguyen
Lan is the Founder and Chief Strategist at Success Accounting Group, Melbourne based CA firm. In a matter of short 8 years she has built up a reputable Chartered accounting firm with 3 offices and a team of 6 professional accountants and support team members. Her mission is to provide Innovative and Strategic Financial advice to help her customers make smarter financial decisions today for a brighter future.
Success Accounting Group is for established business owners who would like help to grow a sustained business. As a business owner you understand what drives your business success with our accounting team taking care of the rest.
Success and Wealth
Success Accounting Group Pty Ltd
Oakleigh, VIC, 3166
