A financial review can help you take account of your finances and help you realise that you are paying for things you do not need or highlight expenses that you can reduce. A periodic review of your financial situation is always a good idea to ensure that you are prepared for expected future events.
For instance-
- Is your Life Policy adequate for your family’s needs?
- What do you know about your pension?
- Is your health care adequate?
- Have you planned for the inevitable?
- Are you paying too much for your home insurance?
John will go through your finances with you, discuss your needs and goals in order to create a financial plan tailored to your situation and find the best products to suit your needs.
