10 – Ongoing Financial Review Service

Financial Management & Advice Process

10. Ongoing Financial Review Service

Make sure we stay up to date with any changes to your financial situation. Should there be any material changes, we will arrange a review meeting and depending on your requirements we can issue an updated Client Snapshot Report or advice documents as required.

You are encouraged to meet with us at least annually to conduct a review of your situation. The frequency of reviews depends on the complexity of your situation and the level of involvement that you would like us to have in monitoring your situation.

Depending on the level of changes in circumstances, goals & objectives or strategy, we offer the appropriate review types as follows:

  • Review Meeting & Notes
  • Review Meeting & Notes, Client Snapshot Reports and/or Statement of Advice

This process is very similar to your Initial Onboarding Process, however it usually takes significantly less time to complete due to our familiarity with your financial situation and having already analysed and addressed the majority of the issues and opportunities.

We will provide you with a Fixed Term Fixed Fee Client Service Agreement with a maximum term of 12 months, outlining the scope of the proposed ongoing engagement and the cost.

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