If you are on a journey or have a goal, you need to monitor your progress. If the rules change, you need to be able to adapt or make the most of an opportunity.
Financial planning is a dynamic process and your financial development needs to be regularly monitored for changes in your circumstances, economic conditions, government legislation and a range of issues that may impact on your financial wellbeing.
Whilst we contact you annually as a reminder for your review, our relationship is best described as a partnership in which your active participation is vital.