Are you curious about how financial needs change throughout the stages of our lives? In this episode, host Victor Idoko explores the distinct financial needs of clients at different stages: early life, mid-life, and late life. Victor shares insights on managing finances, from setting up automated savings and investment plans to dealing with taxes and securing adequate protection.
We highlight real-life success stories of clients who have navigated their financial journeys with expert guidance. The conversation covers common concerns, such as maintaining a comfortable lifestyle, planning for retirement, and providing for children's education. We also discuss strategies for rebalancing portfolios and managing risk through appropriate insurance and protection.
Meet Victor Idoko:
Victor is a Chartered Financial Analyst (CFA) with a Master's Degree in Commerce (Finance) and a Bachelor's Degree in Economics. He also holds an Advanced Diploma in Financial Planning. Victor finds fulfilment in helping others achieve more rewarding lives through financial planning. His passion for this field stems from the positive changes his advice brings to his clients, such as reducing stress, increasing financial security, and freeing up time.
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