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Everyone has some goals, dreams and aspirations. Most often, these goals include financial dependency or financial freedom. Investment planning is one way to get there. It is the process of identifying your financial goals, knowing your risk tolerance and choosing the investment vehicles that will help you to achieve your goals. Through investment planning, one can formulate an appropriate portfolio mix towards your financial goals. Some things to consider include:

  • Investment Capital
  • Risk Tolerance
  • Time Horizon
  • Tax Implications
  • Priorities

Investment planning can help you generate income and/or capital gains, enhance your future financial growth and help you save taxes.

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