short term financial planning
June 26, 2013
82 per cent of people who do not work with a financial adviser only plan their finances for the short term – and this trend cuts across income brackets, ages and nationalities, a global survey carried out by our company has recently revealed.
When some of our teams asked potential clients - who did not at the time have an adviser - “Do you typically plan your finances one year ahead, one to three years ahead, or three years or more ahead?” more than eight
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