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
Video
Panel Session: Financial Planners Who Have Built Thriving Aged Care Planning Practices
Advisers share their personal experience on how their aged care services have assisted their business practice Discussion on what were the key hurdles at the start of the transition and how they have ... Watch video
Former Dover, Securitor adviser banned
18 April 2019, 12:18pm
An adviser formerly licenced by Dover Financial Advisers has been banned for failing to provide advice in the best interest of clients. Read more
Link to something c9o2LYgw