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
Video
Investment Leadership Awards 2020 | Highlights
The Financial Standard Investment Leadership Awards recognise investment strategies that showcase qualities investors are looking for in an investment manager. What makes these awards different from others? ... Watch video
Financial advice firms facing failure: Dynamic Asset Consulting
28 September 2020, 12:22pm
Dynamic Asset Consulting (DAC) has warned that financial advisers are putting their businesses and their clients at serious risk by implementing traditional strategic asset allocation (SAA) portfolios. Read more
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