Managing your finances as a whole
Instead of chasing the best investment tip of the day, the saver and investor should focus on the comprehensive management of his/her personal finances. The starting point, then, is to view your personal finances as a whole, including income and expenses and assets and liabilities.
The difference arising out of deducting your expenses from your income is a savings reserve that should be deposited and kept for unexpected expenses, or invested productively. The more you save and the more wealth you accumulate, the more your money will work for you. In this way, you will increase your net assets – the result of deducting your debts from your assets (such as deposits, funds, shares, real estate and forest).
Make an appointment in our office to plan your finances. Bring along your tax return and information concerning your holdings. Our specialists help you discern your situation and future potential.