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Building a Financial Health

The term “personal finance” refers to how you manage your money and plan for your future. All of your financial decisions and activities have an effect on your financial health. We are often guided by specific rules of thumb, such as “don’t buy a house that costs more...

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Investment Plan Strategy

Before you can make a plan, you need to take stock - identify your needs and goals and work out how much you can save.If you don’t have this information already, we can help you do a ‘quick check’ or a more detailed money fact find....

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Managing Your Personal Finances

Wouldn’t it be nice if there were a magic formula or simple trick that allowed you never to have to worry about money or manage your finances again? While that may not be realistic, there are some simple things you can do right now to improve your money situation. Try these five steps for successfully managing your personal finances...

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