Friday Mail delivered on 23rd August 2024. Stay updated with The Friday Mail, 2-minute reads delivered to your inbox every Friday. Subscribe here!
What is the checklist to design your financial life?
Friday Mail 23rd August 2024
The checklist below is essential for designing a secure financial life. It ensures you’re on track, covering protection, growth, and long-term stability, safeguarding your financial future.
- Health insurance
- Disability / Accidental cover
- Critical illness cover
- Life insurance
- Emergency fund
- Retirement plan
- Children education and marriage fund
- Residential property
- Wealth expansion plan
- Lifestyle goals
- Charity plan
- Succession plan
If you need expert assistance with any items on the checklist, feel free to reach out to us!
