Real Estate Investor Magazine South Africa June 2016 | Page 13

REIM TV

Interview with Sharks Rugby Union CEO John Smit

Visit REIM TV for more in depth investment insights.

FINANCIAL PLAN SIMILAR TO GAME PLAN
•
•
•
•
•
•
•

Educate yourself to make better investment and retirement decisions
Build a relationship with a good investment specialist or advisor
Assess an investor’s needs, assets and liabilities
Adjust your plans where necessary
Investors have to start with some research on advisors on experience, qualifications and results
Set goals and strategy in consultation with advisor
Formulate an appropriate asset mix