The Annual Review


An annual review is a meeting held once a year between an adviser and a client, creating an ideal opportunity to update the client’s financial plan or deal with any worries or concerns that have cropped up since their last meeting.

At BRB, we believe that these review meetings are crucial because they allow us to provide relevant advice based on a client’s current circumstances – because life is always throwing up reasons to change our initial financial targets.

We have many people whom we have been dealing with for over 20 years and a large number of these clients we have seen go through life events that we helped plan for many years earlier; some we met when they had young children and we are now guiding them through retirement!

The main thing to remember is that it is important to have a trusted adviser who can help you through the good times and the bad. By having regular check-ups on your finances, you can make sure that you are on track to achieve your financial and lifestyle goals and will eliminate concerns about your long term financial future.