Your Annual Review Process
- Yves Schoof
- Jun 23
- 1 min read
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.
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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