REVIEWING YOUR FINANCIAL PLAN

A review of your financial plan is a simple yet worthwhile process, which involves:

  • cooperation between you and your planner;
  • a review of your progress in achieving your financial and lifestyle goals;
  • revising the strategies as required;
  • tracking and analysing your investments;
  • discussing new investment opportunities;
  • talking about the external and personal factors that may affect your financial plan.

Factors that might affect your financial plan
For reference - professional associations
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Industry Snapshot
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AstuteWheel adds capability
26 June 2019, 12:08pm
Financial planning software provider AstuteWheel launched the third generation of its software solution, with new regtech capabilities. Read more
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