Our lives and the environment in which we live constantly change. Your investments and insurances need to keep pace with what is happening in your life and be ‘fit for purpose.’
It often only takes a seemingly insignificant event in the overall scheme of life for you to end up with investments that could be better positioned or insurances that are costing you too much or even worse, will not pay out when you need to lodge that claim. This checklist will help you identify what might have changed since you put those financial products in place and determine what the next course of action you should take is.
Click here for your 2018 smart planning financial checklist