The Financial Affairs portfolio administration service ensures that your financial plan continues to meet your financial and lifestyle objectives. This service is provided via 3 main areas:

Client Reviews

To ensure you are kept informed and that your financial plan is kept up to date with changes in your lifestyle goals and aspirations, Financial Affairs will maintain an ongoing relationship with you.

We will assist you in determining your lifestyle goals and provide you with the most appropriate strategic financial advice to enable you to; achieve your lifestyle goals, keep you informed as to how you are progressing toward those goals, coach you to remain on track, and adjust your lifestyle financial plan for change.

In order to achieve this, it is important for us both to get together and review changes to your financial situation, recap on your lifestyle objectives, review of financial plan outcomes to date and have a discussion of further wealth management and other protection needs.

Keeping You Informed

Plan for Success, Financial Affairs quarterly newsletter, keeps you up to date with mainstream wealth management issues and opportunities. With an appropriate balance between lifestyle and finance, Plan for Success provides you with thought provoking articles educating you on areas covered in both your initial financial plan and regular reviews.

Client Education

At regular intervals, you are invited to the offices of Financial Affairs to hear from industry experts, on issues such as long term wealth management strategies, working with your household finances and how government legislation impacts on your own financial plan.