At AFH, we value our ongoing relationship with our clients and believe in the importance of regular financial checkups. We’re committed to helping our clients stay on track to achieve your long-term financial aspirations and your annual review is a crucial part of ensuring your financial plan is aligned to these. It’s also a chance to ensure any necessary adjustments can be made based on changes in the market and/or your personal circumstances.
Here’s a helpful video that explains what to expect during your annual review and how it can benefit you.