Simply, a financial review is an in-depth examination of your finances.
The objective is to analyse your spending habits and your plans for the future. It’s an opportunity to see how you can best allocate your money so that it performs at its best, meaning you have peace of mind that your financial future is secure.
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The financial review process is often more like an interview rather than a review and consists of multiple steps. An experienced financial adviser will let you know exactly what they need from you. Let’s take a look at some of the steps likely to be part of your review:
The adviser you have hired to help you with planning your future financial life should know how much your monthly income is and where that income is generated. As a car needs fuel to move, a financial plan needs funds to succeed, so a detailed fund analysis is very important. If your financial adviser knows where you spend your money and how much you earn each month, they can assist you in adjusting your budget to maximise efficiency.
A financial review will only be successful if your adviser knows how much you save for retirement and what your goals are. Not everyone has the same retirement plan, so sharing some details with your adviser can help them understand your long-term financial goals. They can then tweak your retirement plans or create a new one to better suit your needs.
Are you sure that your investments are performing to the best of their abilities? If you haven’t had a financial review until now, you can’t be sure of the answer. Sometimes we are lucky to invest in assets that give us great returns, but it isn’t always like that. Sharing the details of your investment portfolio with your adviser is a key step for a robust and well thought out financial plan. Let your adviser know if you are satisfied with your investments or if you would like to change the portfolio mix.
Are your loved ones protected if the worst should happen to you? Life is unpredictable – you should have cover in place to ensure that a potential health problem that prevents you from earning is planned for. You should also consider what plans you have in place if you were to pass away unexpectedly. Insurance policies are a major part of a financial review and your financial adviser should know which policies fit into a new financial plan and which should be amended to match your budget needs.
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