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4 Easy Steps to Building a Financial Plan

Creating a personal financial plan is one of the keys to success at an early age.

Creating a personal financial plan is one of the keys to success at an early age. With a good financial plan, the development of your financial assets will grow according to plan. Here are 4 easy steps to build a good personal finance plan.

1. Diagnose the current financial condition

The first thing you should do is diagnose your current financial condition. Start calculating a reasonable budget and annual spending plan so that you get an idea of where your current financial position is.

2. Make sure you are protected

One of the worst things that can happen to a family is that the breadwinner dies or becomes permanently disabled. If you are the main breadwinner, it is important to ensure that your family is protected in such an event. BNI Life Plan Multi Protection is the right solution for those of you who want to meet the various needs of individuals and families, by ensuring the availability of funds in the future through flexible premium payments. Also equipped with additional insurance to meet your needs.

3. Set financial goals

Without clear goals, any plan is difficult to realize. Set financial goals such as the amount you need for retirement, university education for your children and others. And find out how much money you need to achieve that goal.

4. Create an investment plan

Make an investment plan that fits your risk profile and financial capabilities so that you can achieve your financial goals well.

Life Friend, that's 4 easy steps to create a personal financial plan. Prepare your future early. Healthy greetings.


Planning Your Future

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Berikut adalah rekomendasi produk investasi terbaik dari BNI Life untuk mengatur keuangan Anda.

Optima Cash Plan

Santunan dana tunai kesehatan terbaik untuk perusahaan Anda

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Produk Unggulan Optima Group Saving.

Jaminan Perlindungan Masa Depan Hari Tua

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Lindungi diri kamu hanya dengan 3 langkah mudah.

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