Financial planning is a journey not a destination. An advisor and client should work together over time to build a portfolio
where the client is protected against certain risks and builds wealth.
Change in a client's personal and financial circumstances is the big threat here.
People marry, they get divorced, they buy and sell assets, they have children, they change jobs, start businesses etc. These are but some of a long list of events that impact your financial planning and necessitates a review.
Why not get a second opinion and review from PWG on your financial plan?
Please contact This email address is being protected from spambots. You need JavaScript enabled to view it. should you need any advice with regards to or our suite of products, services and solutions.
Author: Anton Schutte: Recruitment Manager, Wealth and Risk Planner and Certified Financial Planner CFP®: PWG Group