The importance of an annual review

“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.

  1. Have your financial needs changed?
  2. Do you still have the right cover?
  3. When last did you review your will?

He expands on each of these – we hope it helps!

Scroll to top