Reviews – regular reviews are the stepping stones to
optimising your financial security
Ongoing reviews are vital to achieving your financial goals. They are the stepping stones that will ensure your financial strategy is customised, and on track, to achieving your lifestyle and financial goals.
An ongoing review service would likely include annual meetings to review your long-term financial position, access to your planner by telephone or email, newsletters during the year, various client seminars and priceless advice at the times you need it most.
How will the review process be of benefit to me?
The review process will enable:
- changes to your family circumstances to be taken into account
- a report to you on investments
- announcements of any economic and legislative changes
- a report on the tracking of your portfolio to your strategy and objectives
- a review of performance
- a review of the suitability of structures
These answers highlight some of the key benefits of regularly reviewing your financial strategy.
Dealing with changes
The financial world is always changing. Political, economic, legislative and social factors will continue to change long into the future. Ongoing reviews with a professional financial planner who understands and monitors these changes will assist in supervising and tailoring your financial schedule.
Case study
Charlotte and Craig were married for two years before they consulted a professional financial planner. With a baby on the way, the couple needed advice on budgeting and Craig’s investments. Although it was suggested they be involved in an ongoing review service, Charlotte and Craig declined. They believed the advice offered would set them up for life.
Five years later their family had grown and Charlotte had permanently left the workforce. They also inherited money and gained equity in their home. In short, their circumstances had changed drastically and their plan no longer reflected this.
Had Charlotte and Craig been involved in the review process, their financial planner would have been able to offer them a report on Craig’s investments, a tracking of his portfolio as well as any further advice they had needed.
Contact us
We can offer you a number of services at your review that will continually assess your objectives so you can achieve financial security.
Contact one of our advisers today on either 02 6339 9200 or 02 6883 2200. We look forward to hearing from you.
This has been written by Lonsdale Financial Group.
Morse Financial Services Pty Ltd, AFSL No. 240689, ABN 61 003 485 742. This information is of general nature only and is not intended as a personal advice. It does not take into account your particular investment objectives, financial situation and needs. Before making a financial decision you should assess whether the advice is appropriate to your individual investment objectives, financial situation and particular needs. We recommend you consult a professional financial adviser who will assist you.
