7 Steps to Money for Life Presentation.pptx

Financial Literacy

1. How can I have Money for Life?

2. 2 What is your goal? All views and opinions expressed in this presentation are based on advisor’s experience of helping their Clients. 

3. HOW? GOALS All views and opinions expressed in this presentation are based on advisor’s experience of helping their Clients. 

4. 7 steps t o Money for Life All views and opinions expressed in this presentation are based on advisor’s experience of helping their Clients. 

5. What do you want….. to do, to have, to be? SMART goals Price Tag and Timeline Having clear life goals will give you a compelling reason to save , and not spend unwisely. All views and opinions expressed in this presentation are based on advisor’s experience of helping their Clients. 

6. All views and opinions expressed in this presentation are based on advisor’s experience of helping their Clients. 

7. Emergency Fund 3x to 6x your monthly expenses All views and opinions expressed in this presentation are based on advisor’s experience of helping their Clients. 

8. Our lives, and that of our loved ones, are disrupted financially when SAD events happen : S ickness   A ccident   D eath          INSURANCE COVERAGE provides money should any of these SAD events happen. The money cushions the financial impact caused by these unexpected events. All views and opinions expressed in this presentation are based on advisor’s experience of helping their Clients. 

9. Have a well-balanced financial portfolio so you can be financially-ready for all the milestones throughout your lifetime. All views and opinions expressed in this presentation are based on advisor’s experience of helping their Clients. 

10. All views and opinions expressed in this presentation are based on advisor’s experience of helping their Clients. 

11. Work towards your goals , keeping the end in mind. All views and opinions expressed in this presentation are based on advisor’s experience of helping their Clients. 

12. 7 steps to Money for Life All views and opinions expressed in this presentation are based on advisor’s experience of helping their Clients. 

13. 13 Product Solutions All views and opinions expressed in this presentation are based on advisor’s experience of helping their Clients. 

14. 14 Try our Client Tools online to help you plan for a bright future! Money for Life Planner Investment Calculator Insurance Calculator Expense Calculator Emergency Fund worksheet Education Fund worksheet Retirement Fund worksheet Milestones Fund worksheet All views and opinions expressed in this presentation are based on advisor’s experience of helping their Clients. 

15. 15 Advisor Contact Details