Having a bit of a laugh with this on another forum I am on.
So, reply to thread, Ctrl + V and let us see!!!!
Here's mine:
Goal Can this Goal be Fully Achieved?
To ascertain the most effective use of your assets pre retirement.
To have sufficient retirement income to meet your everyday expenditure needs.
To structure your assets for maximum tax efficiency.
To be able to meet expenditure needs in retirement without the need to sell assets.
To ensure access to liquid funds so that you are able to handle emergencies or other capital requirements that may arise from time to time
To develop an investment portfolio consistent with a ‘growth’ investor risk profile.
To select an investment portfolio that does not require your active day-to-day personal involvement.
To protect the value of your investments from the impact of taxation and inflation.
To implement an efficient and disciplined process for the ongoing management of your portfolio.
Boring work stuffs!
So, reply to thread, Ctrl + V and let us see!!!!
Here's mine:
Goal Can this Goal be Fully Achieved?
To ascertain the most effective use of your assets pre retirement.
To have sufficient retirement income to meet your everyday expenditure needs.
To structure your assets for maximum tax efficiency.
To be able to meet expenditure needs in retirement without the need to sell assets.
To ensure access to liquid funds so that you are able to handle emergencies or other capital requirements that may arise from time to time
To develop an investment portfolio consistent with a ‘growth’ investor risk profile.
To select an investment portfolio that does not require your active day-to-day personal involvement.
To protect the value of your investments from the impact of taxation and inflation.
To implement an efficient and disciplined process for the ongoing management of your portfolio.
Boring work stuffs!