“Financial planning is an ongoing process that you need to go through with a certified financial planner,” Ruark Pepler.
A financial review should be done at the very least, once a year. In this video, Ruark Pepler shares some of our review processes to help you understand the scope of this valuable practice.
- Have your financial needs changed?
- Do you still have the right cover?
- When last did you review your will?
He expands on each of these – we hope it helps!