Why ongoing service is important?

Ongoing service and advice is akin to having a navigator guiding a ship through constantly changing waters. The initial financial plan crafted by a planner is a blueprint, but life isn’t static. Circumstances shift, goals evolve, markets fluctuate, and laws change. Continuous engagement with a financial planner ensures that your plan adapts to these dynamic elements, safeguarding your financial future.

Firstly, life rarely follows a straight trajectory. Marriages, children, career shifts, or unexpected windfalls or setbacks can significantly alter your financial landscape. Strategic reviews allow for adjustments to accommodate these changes, ensuring your plan remains relevant and effective. It’s about aligning your financial strategy with the twists and turns of your life journey.

Secondly, financial markets are inherently volatile. What might be a sound investment today could lose its lustre tomorrow. Wealthwise’s ongoing service and portfolio management involves monitoring market trends, evaluating investments, and making timely adjustments to optimize your portfolio. This proactive approach helps mitigate risks and seize opportunities as they arise.

Thirdly, tax laws, regulations, and financial products are in a constant state of flux. Staying informed about these changes and understanding their implications for your financial plan is daunting for most individuals. Our ongoing service includes staying abreast of these updates and adjusting your strategies to ensure maximum tax efficiency and compliance with current regulations.

Finally, behavioural coaching forms a crucial aspect of ongoing financial planning. Emotions often come into play when making financial decisions. A planner acts as an objective voice, helping you stay disciplined during turbulent market conditions, preventing emotional decision-making that could derail your long-term financial goals.

Our ongoing service isn’t just about tweaking numbers—it’s about maintaining a dynamic, resilient, and personalized financial roadmap that adapts to your life and the ever-changing financial landscape.

Get in touch

Book Free Discovery Session