Financial Goal Setting

Financial planning is essential for individuals, families and businesses to achieve financial objectives, and to reach lifestyle and business goals.

SmartFin Solutions will assist you to identify short term, medium term and long term goals which are used as landmarks to map a course of action on what needs to be done to reach these goals.

By taking all your business, personal and financial circumstances into account, we will prepare an individual programme for you.

Circumstances we will consider:

  • Your age, lifestyle, debt level and fund availability.
  • Existing portfolio and risk profile.
  • Financial goals and objectives.
  • Time frames.

Taking the above into account, we will guide and advise you on the most suitable choices with regard to investment decisions.

Your financial plan helps to keep you focused on achieving your goals and objectives and will give you a sense of control over your financial affairs