The importance of regular reviews
After creating a financial plan, it is crucial for it to be reviewed to ensure it remains relevant to your goals, financial circumstances and the changing legislative environment.
While most people have good intentions to keep on top of this, our experience is that they need help and direction to stay on track. Our regular review process ensures that we are taking care of the ‘out of sight, out of mind’ during the year and setting a disciplined, strategic, review schedule to update and make adjustments to your plan and investments as things change. Reviews can be held face-to-face or via Zoom, depending on your preference and location. Our client portal allows you to check and update your information securely online prior to each meeting to ensure our time together is productive and meaningful.
Our aim is to partner with clients who value and trust us in this ongoing relationship.