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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Cbus head of advice launches firm
17 January 2020, 12:24pm
The former head of advice of the $57 billion superannuation fund has launched a new advisory aimed at working with super funds and dealer groups to develop better models of delivering advice. Read more
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