Springtime is a time of renewal, a chance to enjoy the sunshine and the opportunity to rejuvenate the garden.
The same also applies to our finances. It’s a good idea to regularly review where your money is invested to ensure your portfolio remains relevant to your needs and expectations.
Where your money was invested two or three years ago may no longer be appropriate to your needs, particularly if you have experienced a change in your life circumstances, such as a new job, new mortgage or perhaps you may be thinking of winding down with retirement in mind.
In addition to life events, factors beyond our control such as rising interest rates and escalating inflation are placing great pressure on many households’ ability to meet the increasing costs of utilities, groceries and rent or mortgage repayments.
When we take time to review our financial resources, outgoings and investments it can present opportunities we may not otherwise have identified. Opportunities that could save you money or lead to better investment returns in the future.
It’s why we recommend at least an annual review of your financial circumstances and future outlook. And as we look forward to some warmer, sunnier weather there’s no better time to get started.
Contact us today to find out how.