The constancy of change demands comprehensive and disciplined ongoing monitoring of your plan and your situation. It is important that these changes are effectively managed.
The changes impacting on the plan include such things as changes in your situation or goals, the economic outlook and market conditions, legislation, and factors specific to particular investments or other aspects of the plan. Money Matters monitors all these factors and, where appropriate, reviews these with you. Where you understand and agree upon the need for change this will be documented as the basis for further action.
Alongside regular investment reports and economic and market updates you receive reports providing insights into responsible investment activity within your portfolio and more broadly. Rodger is available to answer questions by phone or e-mail and to meet with you as required.