Financial health checks
Once you have a financial strategy, it is crucial that you have an annual financial health check.
Your life changes and economic circumstances can change rapidly. These changes can affect your personal and financial circumstances and must be reflected in your financial plan. We work with you to monitor these changes and update your financial strategy when appropriate.
Factors that can impact on your plan
- Merging your finances with your spouse
- Getting engaged or married
- Planning for a wedding
- Planning for children
- Acquiring a home
- Taking maternity leave
- Receiving a promotion, pay rise or bonus
- Receiving a bequest or gift
- Getting separated or divorced
- Being made redundant
- Planning for your children’s education
- Changes in super laws
- Changes in tax laws
- Rise and fall in interest rates
- Impact of changing inflation
- Investment performance
- Planning for retirement
The benefits of regular reviews
A financial health check of your financial strategy by your Invest View Wealth Advisor is a straightforward yet thoroughly worthwhile process. It involves:
- Two-way communication with you
- A review of the progress in achieving your financial goals and revising the strategies as required
- Tracking your investments and analysing the investment performance to date
- Providing you with information on new investment opportunities
- Informing you of any external changes that will affect your financial plan then making necessary adjustments investment performance
We are different
If this sounds unusual coming from a financial planning business, perhaps you should talk to us. We really are different. Call us today on (02) 9326 6266 or email us.