Preparing your financial plan
Your planner will analyse different scenarios and strategies. They'll also assess how they meet your needs. They’ll prepare your financial plan, detailing and explaining their recommendations. They will then send it to you to review. If you like, your planner can set up time to take you through your financial plan. They’ll explain their recommendations and your next steps.
Once we’ve discussed and agreed next steps, we’ll support you to put your plans into action.
When life changes
If anything pops up in life, or you want to make changes, we’re a phone call away to help you navigate it all.
Staying on track
Regular reviews can be a good way to make sure your plan is meeting your goals. It’s completely up to you if you’d like to have a regular review. This is at an additional cost. Your planner will let you know if there are changes you can make to optimise your financial position.