This short article discusses the need for regular portfolio and strategy reviews. A good filler article to use as a reminder.
Almost every year we see dramatic 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:
To download and use this content, make sure you're logged in then hit the Download button and choose 'Save as' to keep the document.
No login details? Register above for full access.
1300 654 353 Email us here PO Box 42Horsham VIC 3402