We understand that your financial plan isn’t a one off solution. Your circumstances, lifestyle and financial goals will change over time, and therefore it’s important your financial plan stays in step and, if other things change, it does too.
At regular intervals you and your financial planner can review progress towards your financial goals. This helps you decide if your plan needs to change. It also gives you an opportunity to review any new financial products or services, and look at any changes to legislation or taxation that may impact you.