Plan for Happy: A step-by-step guide to growing your money - Softcover

Walkom, Adam

Softcover

ISBN 10: 1915229391 ISBN 13: 9781915229397

Publisher: Clink Street Publishing, 2023

Synopsis

Everybody in this world needs financial help, they just don't know they need it yet. As a qualified financial planner I can only help so many people and as a business owner I have to charge to do this. But financial advice is so important, I wanted to make this available to everyone.

This book is basically like I am working directly with the reader and taking them through our financial planning process - from understanding their financial history, to setting long-term goals and everything in between.

The book has specific actions the reader can take in terms of increasing saving, how to be tax-efficient in their investing and what investment strategy they can use.

***

A wonderful book. Financial planning is, when done properly, as much a question of philosophy and psychology as it is about economics and finance. It is always welcome to see someone recognise this. Rory Sutherland, Vice Chairman, Ogilvy

Edition details

• Publisher: Clink Street Publishing
• Publication date: 2023
• Language: English
• ISBN 10: 1915229391
• ISBN 13: 9781915229397
• Binding: Paperback
• Number of pages: 184