- The first step is to check your current financial situation by assessing your current income, tax, savings etc.
- The next step is to set your financial goals for the short term and long term, these could be buying a car or a house, setting an emergency fund, child education, child marriage, retirement planning etc.
- Then you need to set up an investment plan to achieve your goals. You can use our family solutions tool to help you come up with an investment plan. Click here to use the tool