Ongoing Advice

It is important to ensure your financial strategy is kept up to date for changes in your personal situation and goals, as well as any legislation changes. Our clients find the ongoing advice service to be valuable for the discipline and guidance in maintaining and reviewing their financial strategy.

We meet with you regularly to ensure your financial strategy is kept up to date with:

• Changes to your personal situation (eg: new child, redundancy, retirement)
• Changes to your personal goals
• Changes in legislation (including tax and superannuation legislation)
• Changes to your investment portfolio

As part of the regular progress meetings, we update your financial projection, provided to you as part of your initial advice, to check progress against goals.

The purpose of ongoing progress meetings is not just to review your investment portfolio, but to assess all aspects of your financial strategy and plan the actions required for the coming months. This will keep your strategy relevant for any changes to your personal life or legislation changes. We will contact you regularly to organise these meetings.