Once we implement the recommendations we’ve provided, it can be a good idea to also arrange additional reviews with your financial planner from time to time to help ensure your plan is on track and continuing to deliver what you need for your retirement.
This can form an important part of the overall comprehensive advice process, as your needs and objectives can change over time.
For example, through the review process we could provide further advice on:
- your changing needs and objectives
- your financial products and strategies
- social security issues
- your income and debt levels
- your family situation and health
- the economic environment