SPECIAL PRODUCT REPORT : How to Make 2020 A Financially Benefiting Year For You- By AXA Mansard
The importance of financial planning can in truth not be
overemphasis in anyone or any organizations road to financial emancipation
Is a process, not a
product.
It is the long-term method of wisely managing your finances
so you can achieve your goals and dreams, while at the same time negotiating
the financial barriers that inevitably arise in every stage of life. In order
to create a sound financial plan, goals must first be established.
Data is then gathered to analyze and evaluate your financial
status. Once complete, your plan can be developed and implemented. Monitoring
the plan on an ongoing basis is essential in order to make necessary
adjustments to reach your goals.
And
now, if there is one organization doing all her best to help both their clients
and non-clients to aim at achieving financial emancipation, that set up is non-other than
the one called AXA Mansard, which is a member of AXA, a global leader in
insurance and asset management
As
is now her new year custom, they have come up with the yearly start of year
advice, and this time urging all and sundry to to start the year by making wise financial
decisions in order to achieve set goals in 2020 and starting the journey
towards financial independence.
In
a position paper made available to WORLD LEADERS online magazine, they
confirmed that yearly, people all over the country aspired for financial independence
by starting out with New Year resolutions and set goals.
However, it added, many were still unable to realize these goals due to various reasons including low financial literacy, low determination, unclear goals and late implementation of financial plans.
Accordingly , it is better to start late than never.
The
Chief Operating Officer, AXA Mansard Investments Limited, Mr. Alex Edafe,
explained that, “It is important to start taking decisive steps now to foster
the achievement of 2020 financial goals.
Financial
goals differ for everyone and could be short-term (zero to one year) such as
investing towards the next house rent, school fees, travels, wedding, and
automobile among others.
“Medium-term
(one to five years) goals will not be limited to investing towards buying a
property (land/house/shop), advance/continuing education, starting a
business/equity ownership in business(is), future school fees whereas long-term
(after 5 years) goals include philanthropy, retirement savings, financial independence
among others.”
He
said key strategies that could be applied for financial success in the New Year
included paying attention to one’s health, building an emergency fund whilst
improving financial literacy, taking insurance on risks one was unwilling to
take, getting an extra source of income, automating one’s savings and
investments.
Others
were getting out of debt, creating and living within budget, proper record keeping of savings and investments.
Edafe
stated that financial independence could be achieved by focus and intention.
“As we go into the year, a great way to achieve financial independence is to invest in the AXA Mansard money market mutual fund which provides unit holders with capital preservation and competitive return.
“The
fund is liquid, hence a unit holder can liquidate within 24 hours, affordable
when you consider the minimum investment amount of N1,000, accessible through
various online and offline channels and professionally managed by AXA Mansard –
a Fund Manager registered by the Securities and Exchange Commission.”
· BASIC FACT ABOUT AXA MANSARD
AXA
Mansard is a member of the AXA Group, the worldwide leader in insurance and
asset management with 166,000 employees serving 107 million clients in 64
countries.
AXA Mansard Insurance plc is rated B+ by
A.M. Best (2016) for Financial Strength. The Company is also certified ISO
9001:2008 compliant by the Standard Organization of Nigeria (SON) for quality
management systems.
AXA is present in geographically diverse
markets, with operations concentrated in Europe, North America and Asia
Pacific. AXA is also present in Central and South America, Middle East and in
Africa via operations in Cameroon, Gabon, Ivory Coast, Morocco, Senegal and
Algeria. AXA has more than over 20 years continuous presence in Africa.
*BASIC FACT about AXA Mansard Insurance Nigeria 
AXA Mansard Insurance Plc offers
insurance and asset management services. The Company offers motor, home, life,
travel, education, and commercial insurance services, as well as financial
advisory, portfolio and risk management, and investment consulting services.
Contact ADDRESS:
Santa Clara Court Plot 1412, Ahmadu
Bello Way Victoria Island, Lagos Nigeria
PHONE
234-1-270-4482
· WEBSITEwww.axamansard.com
*A CERUTTI MEDIA
SMS
+234 7042631895
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