This text identifies and examines the most important factors in personal financial decision-making. The personal financial planning process, the measurement and assessment of personal financial performance, the time value of money as well as nine personal financial planning areas are discussed, namely: career planning, income tax planning, estate planning, investment planning (financial assets, buying a house, investing in fixed assets, buying an existing business), protection planning, credit planning, productivity planning, health planning and retirement planning.
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ISBN-13
978-0-7021-3234-6 (9780702132346)
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Schweitzer Klassifikation
Understand the importance of personal financial planning; measure and assess your financial performance; do calculations on the time value of money; understand what choosing a career involves; calculate your income tax liability; draw up your will; reduce your estate duty liability; indentify techniques to transfer your estate at the lowest possible cost; know whan and how to use a trust; invest in unit trusts, insurance policies and other financial assets; understand the financial implications of buying a house; know how to invest in fixed property; buy an existing business; identify and provide for various household risks; understand business insurance policies; realise the importance of credit planning; understand how increased productivity can chage your personal financial situation; realise that there is a relationship between health-planning investments and financial independence; develop a strategic plan of action which is designed to provide for your retirement.
