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topic 6 - Coggle Diagram
topic 6
6.1
This could be a one-year plan, such as having enough money
available each year to go on a summer vacation, or a monthly or
weekly plan, like having enough money from your monthly or
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your longer-term plans; if you overspend in the short term, then
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6.2
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profile. This depends in part on their personality, financial
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nature of life events - for example, someone who needs money
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6.4
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When they have financial problems, theymake it a priority to
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6.5
In some cases, people buy several financial products at the
same time. An independent financial adviser (see Topic 9), who
knows the range of products available in the market, can
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Their recommendations are not only about price, but also about
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6.6
Some invest in stocks and shares as part of their portfolio, and
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very well, they also get smaller dividends.If someone has a longterm plan to spend money at some point in the future and
finance it with equity, he needs to change his plan..
6.3
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a financial product, the most important thing is to match the
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financial plans of 4,444 people.