The 10 Point 'Health Wealth Review'

Keeping You On Track...
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Personal details
Have these changed and what requires attention? -
Income and expenditure
Have there been any changes to your income or regular outgoings? -
Loans and liabilities
Reviewing your loans and liabilities, with focus on current interest rates and any new mortgage requirements. -
Pension update
Any changes to your salary, employment status or pension arrangements or requirements for an income when you retire? -
Protection, health and savings
Have provisions made by your employer or your own requirements altered? -
Estate planning
Ensure your wishes are current - has your net estate value changed significantly? -
Attitude to risk
Have your short, medium or long term goals remained the same? -
Investment review/rebalancing
Looking back on performance, markets and benchmarks. Discuss portfolio rebalancing. -
Taxation update
Review threats and opportunities created by changes in legislation. -
Aspirations and personal goals
Are you on track to achieve your financial goals, needs and priorities - have these changed?