Financial Planning Process

Step 6 Review

Reviewing your Financial Strategies and Investments

Your Banksia Advisor will remain in contact to ensure that your instructions have been fully implemented within the agreed time frames.

Based on your requirements, the SoA sets out the agreed minimum standards for monitoring and reporting on your investments. Regular meetings will then be scheduled (if any) to meet and review investment performance, confirm whether you are on target to achieve your financial objectives and agreed strategies and whether your investments continue to meet your financial objectives, or if your personal situation has changed and you need to review your financial strategies going forward.

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