Maintain and Improve

We've done a lot of work together to create a great plan for your money, which will give you the outcomes you are looking for. Now we have to keep nurturing that plan so it stays on track and is aligned to any changes in your life.

Market conditions
You don't need to worry about changes in market conditions. Part of our 'Maintain' service means we'll adjust your investments quarterly to make sure it remains aligned to your Investment Comfort Zone.

Making changes
If we feel like your investment portfolio would benefit from any changes, we'll let you know our recommendations and, once agreed, we'll implement any changes that are required.

Keeping up with you
During our 'Continuous Improvement' service we'll meet regularly so we can discuss any changes in your circumstances or your desired outcomes. Your thoughts may have moved on since the original plan was created.

Enjoy your life
This process of maintaining and improving your plan means you will always have peace of mind that you have 'enough' to live the life you want to.

Maintaining and Improving Your Happy

These are some of the steps and actions you can expect from our Maintain and Improve services.

Every year we will produce a Report which gives a consolidated statement of all the funds you have under advice with us. We'll also make any recommendations for changes we feel are needed to maintain your plan.

We'll either meet with you to discuss your report or send it to you.

Once you give us the go ahead on any changes we have advised, we'll make sure these are implemented in an accurate and timely manner.

We'll go back through the details of your plan and review your circumstances, costs and outcomes. We'll produce new outline sketches to show how we can keep achieving your goals.

The very best results come from making tweaks and adjustments as your life gradually changes. Then, of course, we'll implement any changes we agree. This all means you have ongoing peace of mind that you always have enough.

Ready to start planning your happy?

Come and meet us for a friendly chat and a cup of coffee at our new planning rooms in Stockton.

Get in touch