Use this handy Financial Planning checklist!
- Accept new job offer.
- Request Pension/Provident fund statement from HR
- Request transfer option forms
- Accept you need professional help
- Find a Certified Financial Planning Professional® to assist you
- Transfer your Pension/Provident fund
Pension Fund & Group risk benefits at a new job? YES
- Consult Certified Financial Planning Professional®
- Budget
- Sort out your Will & Testament
- Additional savings plan
- Proper financial planning is still recommended by a Certified Financial Planning Professional®
Pension Fund & Group risk benefits at a new job? NO
- Consult Certified Financial Planning Professional®
- You will need:
- Budget plan
- Income Protection
- Will & Testament
- Retirement savings plan
- Medical Aid
- Short term insurance
- Savings plan
You may also need:
- Life cover
- Severe illness
- Additional savings
Find a Certified Financial Planning Professional®
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