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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Estate Planning for the Modern Family
Common objectives and how they can be dealt with; Estate planning for young families and older clients and blended families - what engages the clients. Asset protection - the risks arising from blended ... Watch video
Dealer group launches transition support service
13 December 2019, 12:28pm
A privately-owned licensee is launching a support service to assist advice firms in transitioning to an individual AFSL and has appointed a national practice consultant to lead the initiative. Read more
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