Managing Your Money Portfolio for Financial Wellness

Managing Your Money Portfolio for Financial Wellness
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In the journey of financial wellness, understanding what you have in your money portfolio is crucial. Explore your income, debt, living expenses, savings, investments, insurance, and retirement plans to make informed financial decisions and secure your future. Take control of your finances with insights on managing your money effectively.

  • Money portfolio
  • Financial wellness
  • Income
  • Debt
  • Savings

Uploaded on Feb 16, 2025 | 0 Views


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  1. Why not start July with New Month New Me More Money More Me WEEK 3 JULY 2023

  2. BEFOREYOU CAN KNOW WHAT TO DO WITH YOUR MONEY, YOU NEED TO KNOW WHAT YOU HAVEIN YOUR PORTFOLIO Liberty Group Limited is a licensed life insurer and an Authorised Financial Services Provider (no. 2409). Terms and conditions, risks and limitations apply.

  3. WHAT DO YOU HAVE IN YOUR MONEY PORTFOLIO INCOME DEBT LIVING EXPENSES SAVINGS & INVESTMENTS INSURANCE & RETIREMENT Liberty Group Limited is a licensed life insurer and an Authorised Financial Services Provider (no. 2409). Terms and conditions, risks and limitations apply.

  4. Did you know? INCOME ON AVERAGE, SOUTH AFRICAN HOUSEHOLDS HAVE A 63% DEBT DEBT LEAVING VERY LITTLE INCOME FOR OTHER PLANS LIVING EXPENSES SAVINGS & INVESTMENTS LIVING EXPENSES DEBT TO INCOME RATIO? SAVINGS & INVESTMENTS INSURANCE & RETIREMENT INSURANCE & RETIREMENT Liberty Group Limited is a licensed life insurer and an Authorised Financial Services Provider (no. 2409). Terms and conditions, risks and limitations apply.

  5. Income is money you receive in exchange for something you give, make or do. Sometimes it s a gift or grant. Liberty Group Limited is a licensed life insurer and an Authorised Financial Services Provider (no. 2409). Terms and conditions, risks and limitations apply.

  6. Once you know where all your money is coming from, you can also see where else it can come from. Liberty Group Limited is a licensed life insurer and an Authorised Financial Services Provider (no. 2409). Terms and conditions, risks and limitations apply.

  7. Living expenses are the amount of money required to maintain a normal standard of living, including the cost of food, housing, transport, clothing, medical costs. Liberty Group Limited is a licensed life insurer and an Authorised Financial Services Provider (no. 2409). Terms and conditions, risks and limitations apply.

  8. LIVING EXPENSES Your living expenses should be tracked so that you don t overspend, or they ll affect your quality of life. Liberty Group Limited is a licensed life insurer and an Authorised Financial Services Provider (no. 2409). Terms and conditions, risks and limitations apply.

  9. BEFOREYOU CAN KNOW WHAT TO DO WITH YOUR MONEY, YOU NEED TO KNOW WHAT YOU HAVEIN YOUR PORTFOLIO #1 TAKE STOCK OF YOUR MONEY PORTFOLIO KNOW YOUR MONEY! Liberty Group Limited is a licensed life insurer and an Authorised Financial Services Provider (no. 2409). Terms and conditions, risks and limitations apply.

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