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Ò àinancial planning does not begin at investing, but instead at reviewing your overall
financial profile.You need to address t e following issues before rus ing to build an
investment portfolio.

Ò ut your financial profile in order


* Insure your ealt , life and assets
* sepay ig cost loans
* Set aside money for emergencies
* Draw up a savings plan

* repare to Invest
* Understand your risk profile
* Identify your financial goals
* lan your asset allocation

Ò Start Investing ± sig t Now


Ò Use t e power of compounding
Ò Make your investments to matc your liquidity needs.
 

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Ò àinancial lanning consists of t e following six steps:

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