Step 4: Maintain & 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.

Plan Happy Process Stage 4 -Maintain & Improve

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 individual investment risk profile.

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.

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.

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.