Ongoing Service

Our ongoing service will ensure you remain on track and includes:

  • Review of your personal and financial situation at appropriate intervals
  • Review of current strategy based on changing personal circumstances and/or changes to the legislative environment
  • Implementation of revised strategic recommendations
  • Regular review of Client strategies ensures strategic alignment to meeting our client's changing needs

We understand that as your life changes so do your personal financial needs. With your input, and approval, strategies are adjusted to suit market conditions, needs and opportunities.

Like any good plan, a regular review of the plan against the strategies is required to ensure you remain on the Pathway2 where you want to be — financially secure.