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Planning pays off - four good reasons to start now!
Wealth planning is a process that is all too often neglected. Yet good wealth planning can save you many a worry and help you achieve your financial goals. Four good reasons to start wealth planning now!
1. Overview of your finances
Wealth planning gives you a clear overview of all your assets. Wealth planning defines financial goals, income and expenditure, which assets and which liabilities exist. This allows you to make informed decisions.
2. Achieve personal goals
Wealth in itself is not an end in itself. Wealth planning precisely outlines personal wealth goals and makes them measurable. Whether it's about securing your standard of living, safeguarding your retirement or providing financial start-up support for your children, wealth planning helps you to pursue your goals in a targeted manner so that they are ultimately achieved. Important questions that need to be answered are What are my goals? How much capital do I need to achieve these goals? And in what time frame should these goals be realized?
3. Getting the right advice from banks and asset managers
Wealth planning provides clear requirements for the number and type of portfolios required and defines the optimum investment strategy for these. Studies show that the right portfolio structure and choice of investment strategy have the greatest influence on long-term investment success. Wealth planning thus helps you to obtain the optimum solutions from banks and asset managers.
4. Security in times of crisis
Wealth planning offers security for all scenarios. The financial markets are subject to fluctuations and economic crises can occur suddenly. However, if you have a good wealth plan, you are better prepared for this and remain more relaxed.
Conclusion: Planning pays off!
At first glance, wealth planning may seem time-consuming and not very urgent, but it is one of your most important investments for your own financial future.