Achieving financial security requires time and effort, seldom will luck alone get you there. After spending time paying bills, checking credit card statements and account balances – prudently looking after your current needs – do you spend time considering your future financial security?
Whether you are starting your advice journey or part way through it, reviewing your current position, clarifying your concerns and goals, and setting an action plan is a critical part of preparing for the years ahead. Fiducian refers to this process as a Financial Health Check, an essential item for your annual To Do list.
To find out more about the Financial Health Check, which will better prepare you for future life events and make sure you are on track to achieve the level of future financial security you deserve, please make an appointment with your Fiducian Financial Planner.
*Does not apply to all Fiducian offices