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
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Industry Snapshot
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Changes to advice incoming: Bragg
16 July 2020, 12:09pm
Senator Andrew Bragg has confirmed legislative changes to advice are around the corner, telling Michael Rice the Corporations Act needs to be updated. Read more
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