Your annual review

Your review with your financial adviser is due

At AFH, we value our ongoing relationship with our clients and believe in the importance of regular financial checkups. We’re committed to helping our clients stay on track to achieve your long-term financial aspirations and your annual review is a crucial part of ensuring your financial plan is aligned to these. It’s also a chance to ensure any necessary adjustments can be made based on changes in the market and/or your personal circumstances.

Here’s a helpful video that explains what to expect during your annual review and how it can benefit you.