Now that we have entered a new year and with the months seemingly flying past in a blink of an eye it is essential to review your financial affairs.
Almost every year we see changes to our superannuation system, interest rates, the stock market and the property market.
All of this emphasises the need for regular reviews of your financial strategy and your investment portfolio. A full review should take place on an annual basis and cover such topics as:
• Have your financial objectives changed as a result of changed business, job or family circumstances?
• Are you on course to achieving your objectives in the planned timeframe or are adjustments needed?
• Has there been new legislation or taxation changes which you need to factor into your plan?
• How have your investments performed and are they appropriate for current market conditions, or would you benefit from rebalancing your portfolio?
• Are you adequately protected against changing financial and personal risks?
If you’re looking after your own investments, it might be time to ask a professional adviser to take a look at your strategy and portfolio to ensure it’s continuing to meet your changing needs now and into the future.
General Advice Warning and Disclaimer
Robards Wealth Management is a Corporate Authorised Representative (No. 325120) of Evermore Money Management AFSL 401712 / ABN 22 149 269 116
This document has been prepared for the general information of investors and does not take into account the investment objectives, financial situation and particular needs of any particular person. Recipients of this document should seek professional advice to confirm that the investments or strategies mentioned are appropriate in the light of their particular investment needs, objectives and financial circumstances prior to acting upon any information contained in the document.
While reasonable care has been exercised and the statements contained herein are based on information believed to be accurate and reliable, neither Evermore Money Management Pty Ltd nor its directors, employees, agents or Authorised Representatives shall be liable (unless otherwise required by law) for any loss or damage suffered or caused to any person or corporation resulting from or contributed to by any error or omission from such statements including any loss or damage caused by any fault or negligence on the part of Evermore or otherwise”.
