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The importance of reviewing your financial plans

How's your financial life going? We firmly believe that your financial plans should not be "set and forget". You don't want to be a passenger, you want to be in control of your financial health.

We recommend taking 2 hours of your time each year to re-visit your financial plans. Think about what has changed and how all the pieces of your financial health puzzle work together. One piece of your financial health affects the others. For example, if you paid down your mortgage you might not need the same amount of life insurance cover.

Work with a trusted adviser. They will provide good information so you can make good decisions.



 

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