The Banksia SPIN

How often do you re-evaluate my investments and my financial strategy?

Client meetings and communications vary from client to client, according to a client’s individual preferences and circumstances. After completing our initial planning strategy and implementing agreed recommendations, we maintain ongoing dialogue with our clients on all aspects of financial decision making.

We communicate with our wealth management clients throughout the year, monitoring individual strategies and reporting on the progress toward your goals. Typically, we suggest that your progress be reviewed formally at least once a year. For more complex scenarios we are in closer contact, perhaps quarterly, monthly or even weekly.

Much of our role relates to more mundane administration matters concerning cash flow management, record management, co-ordinating activities of other professionals (such as tax agents and accountants), etc.