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In this video, we see a famous fable come to life with a race between a hare and a tortoise. This is a timely reminder of the importance of long-term investment fundamentals, for example, diversification, asset allocation, risk versus return, liquidity, compound interest and dollar cost averaging.
This article appeared in our February 2018 newsletter
Customised Financial Planning is a friendly and professional financial planning practice. We pride ourselves on the solutions we provide to our clients, on our long-term relationships with clients, and on the qualities of our staff.
The principal of Customised Financial Planning - Stephen Mason, is a Certified Financial Planner and has been providing strategic advice to clients for more than three decades.
We prepare and implement plans for people at various stages in their lives, and for people from all walks of life.
Enquire NowI have been a client of Customised Financial Planning for many years, and cannot thank them enough
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