The Review Process

  1. At your scheduled review time we will go through a simple questionnaire which is the most important part of the process. Your financial and lifestyle plans are unique to you so we won’t pretend to know what you’re planning next.
  2. We then use your information to assess:
  • are you still on track with your financial and lifestyle goals;
  • the ongoing suitability of existing structures and investments;
  • the availability of new investment opportunities;
  • any wider economic themes which may affect the performance of your portfolio;
  • legislative changes which affect the appropriateness of your existing strategy;
  • changes to taxation legislation, rates and thresholds.
      3. We make and explain our recommendations to you and provide you with the appropriate documentation.
      4. We implement the recommendations that you agree to.
      5. We conclude by scheduling the next review.