skip to Main Content

Having a financial plan in action is one of the most important things you can do in life. It gives your finances direction and gets you closer to your goals. What is equally important is reviewing and revising your plan regularly.

The benefits of ongoing advice are:

Ongoing Access To Your Adviser

A key benefit of ongoing advice is that you have ongoing access to your adviser. You can call, email, and see your adviser as required. They are available to answer any ad hoc questions as they arise throughout the year. Having the right advice and making the best decisions is key to maximising your potential. Being able to contact your adviser, someone who already has a sound understanding of your financial position and who is a specialist in finance, is of endless value to you and your family.

It Keeps You Accountable

Ongoing advice can keep you on track. Meeting up with your financial planner at pre-determined intervals can help ensure that you stick to the plan.

Your Plan Can Be Adapted To Your Changing Circumstances

Life is dynamic, things change. Marriage, children, divorce, unemployment, promotions, inheritance are all elements of your life that can affect your financial plan. Ongoing contact and advice from your financial planner can help you adjust and adapt your financial plan to your changing circumstances. It keeps your financial plan relevant and effective.

Your Plan Can Be Adapted To Changing Economic Circumstances

Economic and market conditions fluctuate; government regulations change depending on who is in power. When things change (for better or worse) it is important to have your financial position reviewed with the changes in mind to take advantage of any opportunities and minimise and protect you from new risks.

Assist In Avoiding Pitfalls

Elliot has spent all his working life studying, training and learning about all the smart financial decisions one can make. He has also learnt about the pitfalls and traps that people can fall into. Having your financial plan reviewed regularly means that such situations can be avoided, saving you time and money and increasing your likelihood of reaching your goals.

The level of ongoing service you require depends on how complex your financial situation is; taking into consideration your life stage, where you are in your working career, your existing financial structure and if you have SMSF or trusts. Talk to Elliot about the level of ongoing advice he recommends for your financial situation.

Back To Top
Search