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Your Annual Review Process

This is where clients work with us annually, and at the end of the 12 months, we will conduct a complete annual review. I thought I would show you what a typical review entails.

Affluence Wealth Annual Review Process

Below is a high-level overview of the areas we review in our annual review process.

  • Review of Plan Objectives

  • Summary of Cash Flow

  • Timeframes (Client Modelling)

  • Portfolio Performance

  • Portfolio Risk

  • Taxation Planning

  • Superannuation

  • Legislative Changes

  • Debt Funding

  • Insurance Assessment

  • Estate Planning

  • Inter-generational Planning



 
 
 

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©2025 by Affluence Private Wealth. Designed by Wayne Schmidt

Affluence Private Wealth Pty Ltd as Affluence Private Wealth is a Corporate Authorised Representatives of Synchron Advice Pty Ltd ABN: 33 007 207 650 trading as SYNCHRON Principal address: Level 6, 71 Queens Road, Melbourne, VIC 3004. Australian Financial Services License Number: 243 313

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