The 50Plus Ongoing Review Process

The 50Plus Ongoing Review Process revolves around a formal six monthly face to face review of your financial plan. At this meeting, we will review your financial plan to ensure the strategies recommended continue to be relevant to your needs. This meeting will include (but not limited to) a review of;

• your position and your objectives. Has anything changed since the last review? If changes have taken place, what impact will they have on your financial plan? How will we address these issues?
• your portfolios asset allocation. This discussion will revolve around your portfolio's asset allocation, relative to the asset allocation of our model portfolios.
• regulatory changes which may impact your existing plan - or present opportunities which, if acted upon, may enhance your overall financial plan.
• your existing Centrelink position (if applicable).
• your estate plan, ie the measures you have taken to ensure your estate planning needs are met.
• and finally, a review of the individual components of your financial plan.

As mentioned above, the ongoing review process is an important part of the financial planning process. To help you prepare for your review, we have compiled a checklist, which may help you better prepare for this meeting. This checklist can be found within the "Preparing for Your Review" link (Client Login required).