Did you miss any crucial steps in planning your wealth?
Human beings are curious people. We secure our assets (our home, cars and boats). We use banks and safes to protect our valuables.
Most of our personal possessions are insured against fire, damage and theft. It is almost incomprehensible for us not protect all our material possessions. Yet we constantly subject our entire estate and family's security to all sorts of risks.
On average, we spend 80,000 to 90,000 hours between the ages of 20 and 60 trying to accumulate wealth. Yet most of us will spend less than 10 hours in a lifetime structuring a personalised wealth plan. A plan designed to secure, protect and preserve our wealth. When you add a lack of awareness and understanding of what needs to be done, why and how, it is a lethal combination!
Our free report "Are you using these 7 key steps to planning your wealth?" talks about the 7 key phases of effective wealth planning.
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