It is important to continually monitor and review your Financial Health. Life constantly changes and has a habit of bringing up unexpected events. By reviewing your Financial Health with an Independent Financial Advisor, you will ensure that you are on track to meet your goals. Our Financial Advisors will be able to offer you Independent Impartial Advice on all your Financial Needs. With expert advice and extensive industry knowledge, you can rest assured that you are on the best financial footing.
Even if you took your Financial Product through another broker or bank we can still review your Financial Health and advise you any changes, if any, which will improve your situation.
Events that may affect your Financial Health:
- Changes in Occupation or income
- Changes in your family – ie newly married, new baby, etc
- Legislation and Taxation Changes
- Changes in the Financial Standing on Financial Providers
- Savings for Childs Education
- Wanting to Buy or Build a New Home
- Health Changes
How often should I complete a Financial Review?
It is advisable to review your Financial Circumstances once a year. Think of it as an NCT for your Financial Health. That way if there is anything that is not performing correctly you can put it right before its too late.
Contact us today to arrange your free Financial Review consultation with one of our expert advisers.
We can review one of your products or all. We will meet with you at a time and location that suits you to complete a Fact Find. This will give us an understanding of your current Financial Circumstances and your Goals. We will then review the market and advise you on a plan to meet your Goals.
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Lakeview Financial Consultants can review all your Financial Circumstances:
- Life Cover and Mortgage Protection
- Income Protection
- Insurance Policies