Financial Solutions for LIFE
“We always look forward to the ongoing review service. Review meetings are always pleasant and informative.”
Trevor and Ronda, Gooseberry Hill
It’s important to review your circumstances regularly and to make sure you’re on track to meet your financial goals and objectives.
LIFE Financial Planners offers different levels of review depending on your individual needs, which will be discussed with your financial planner when your Statement of Advice is presented.
Along with regular reviews, we also keep you up to date by:
- Providing regular portfolio valuations
- Providing access to your accounts on-line
- Quarterly newsletters
- Updating you with legislative changes relevant to you
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