Financial Planning Stocks List
Symbol | Grade | Name | % Change | |
---|---|---|---|---|
BEN | A | Bendigo and Adelaide Bank Ltd | 1.30 | |
SUN | A | Suncorp Group Ltd | -0.06 | |
FID | B | Fiducian Group Ltd | -0.92 | |
MYS | B | MyState Limited | 0.42 | |
IRE | C | Iress Ltd | 1.52 | |
PPS | C | Praemium Ltd | -3.33 | |
IAM | C | Intiger Group Ltd | 0.00 | |
WTL | C | WT Financial Group Limited | -4.29 | |
BFG | C | Bell Financial Group Ltd | -0.39 | |
IFL | C | IOOF Holdings Limited | 1.29 |
Related Industries: Asset Management Banks - Regional - Australia Business Services Capital Markets Insurance - Property & Casualty Real Estate Services Software - Application
Compare ETFs
Date | Stock | Title |
---|---|---|
May 16 | MYS | Exploring MyState And Two More ASX Dividend Stocks |
May 15 | IRE | Australia's Iress says OneVue platform exposed to data breach |
May 14 | BEN | Exploring Three Top Dividend Stocks On The ASX |
- Financial Planning
In general usage, a financial plan is a comprehensive evaluation of an individual's current pay and future financial state by using current known variables to predict future income, asset values and withdrawal plans. This often includes a budget which organizes an individual's finances and sometimes includes a series of steps or specific goals for spending and saving in the future. This plan allocates future income to various types of expenses, such as rent or utilities, and also reserves some income for short-term and long-term savings. A financial plan is sometimes referred to as an investment plan, but in personal finance a financial plan can focus on other specific areas such as risk management, estates, college, or retirement.
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