Annual Reviews

The only constant in life is change”


Just how you get regular check-ups on your health or car, you should aim to regularly review and examine your financial plan. Your financial plan details your goals and strategy, however what you previously decided on may not be appropriate now: circumstances change, markets fluctuate, your lifestyle goals may shift, and life is full of unexpected events. A regular and thorough examination of your financial plan will ensure you remain on track to achieving your goals and make any necessary adjustments.


Therefore, your financial plan should not just be a “set and forget” strategy. Even if there are no major changes in your life or perspective, you should examine how your investments are performing each year and whether they are meeting your expectations. Doing so will ensure your long-term goals are well on the way to being met.