Financial Review

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Financial Review

What is a financial review?

Your financial situation is unique to you and should be reviewed on a regular basis.  A financial review will help you plan your personal finance effectively.  For example, for an investor,  he can review his general financial situation to find out if his money works hard enough for him.  Or as a pensioner, he can review whether his pension plan will generate the maximum benefits for his retirement.

What does a financial review cover?

A financial review covers a variety of financial issues, from writing a will to saving for your kids, etc.  As your financial situation is only unique to you, you should always ask for professional and unbiased advice from an independent financial advisor.

Who is it for?

It depends on your goals.  You may want to analyse how you could make your investments work harder for you or you may be interested in saving or investing for your retirement.  Everyone with a strong need to manage their personal finance well can conduct a financial review with the help from a financial advisor.

Why should I review my finance?

The Government is constantly changing rules in the financial market. The financial market is regularly innovating and creating different products and services available to you and, as a result, you will need to keep up-to-date with the changes that may affect you.  For example, a recent rise in retirement age may affect those who are planning to retire early. If you are one of them, it may be helpful to have an understanding of how your rights will be affected as a result of the changes.

How does it work?

You can have your finance reviewed either at home, on the phone or at your nearest financial institution by a financial advisor.  In general, you will be asked a few questions by a financial advisor and he or she will analyse your situation and make appropriate recommendations accordingly.

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