Tracking Your Progress
Once your strategies and products have been implemented the financial planning process continues and the real work begins. You now have a team monitoring your strategy, and someone you can call upon who knows your goals and situation thoroughly, and who has the expertise and support to answer any questions, big or small. As you move through various stages in your life, and as circumstances change both for the good and the not so good, we will be there to assist you to minimise the bad and make the most of the good.
To ensure you remain on the path to achieving your goals, a regular progress check-up of your financial plan is imperative. This is because there are a myriad legislative and legal changes which have an impact on your personal circumstances; not to mention the changes that occur organically in your life.
When maintaining and reviewing your strategies we will:
- Encourage you to be as active as you want to be in the ongoing running of your plans
- Ensure you don’t miss any opportunities that may arise via legislative change or otherwise
- Track your financial goals so you’ll know how you’re progressing
- Be in a regular contact with you to keep you up to date
- Invite you to meet with us as per our agreed agreement