MBA 012: FINANCIAL PLANNING from startup to mature with JO-ANNE WILLIAMS
This week we discuss financial planning and what it means at different stages in your business.
Show Notes
FINANCIAL PLANNING:
This week we discuss financial planning and what it means at different stages in your business.
We talk to Jo-Anne Williams to share her views on financial planning from startup to mature phase.
The 4 key topics that we address is the following:
Financial Management: Bookkeeping and other measures you have to incorporate
Personal Insurance: Cover for the unexpected
Wealth Creation: Investing your money to grow
Wealth Protection: How do you go about leaving a legacy
Jo-Anne Williams Bio Summary:
From working at the age of 16, whilst still at school, to now running her own very successful accounting practice (Leading Edge Accounting), Jo-Anne knows exactly what she wants from life and works all out to get it.
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