Agenda of the Full Review
Purpose
The Annual Client Review Meeting is our commitment to you to ensure that our plans are still in line with your goals and current financial position. We will take some time every year to go through the changes that has happened in your life — whether you acquired a new property or inherited an estate — and align them with how we can help you achieve your ideal financial future.
Items to Discuss
Usually, your adviser will request that you submit an updated version of your financial documents. You will receive an email weeks before your scheduled meeting, detailing which documents they’ll need and other necessary information. During this time, you can also raise financial concerns, questions or issues that you want discussed during the meeting. Your Adviser will be more than happy to discuss them with you.
Follow - up
After your Client Review Meeting, your Adviser and their team will be finalising the strategies that were presented to you during the meeting. You will receive a document that lists the different action plans that they will be implementing. Should you have any questions or clarifications at this point, feel free to call your Adviser or our Relationship Manager anytime.
Our Client Testimonials
Warwick
Client since 1998
Deborah & Gary
Client since 2003
Sasha
Client since 2016
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