Senior partner Michal Bodi explains the importance of regular client reviews.
Our annual reviews and progress tracking exercise is an important part of financial planning because planning is an ongoing process.
Do you have a long-term investing strategy in place?
Speak with one of our investment specialists about the best approach for your circumstances, either book a virtual meeting or call us to arrange an appointment on 02 4229 8533.
General Disclaimer: While every care has been taken in the preparation of this document, Sydney Financial Planning and Charter FP make no representations or warranties as to the accuracy or completeness of any statement in it. This article contains information that is general in nature. It does not take into account the objectives, financial situation or needs of any particular person. You need to consider your financial situation and needs before making any decisions based on this information. Please seek personal financial advice prior to acting on this information.