The ongoing conversation
Even the most elegant and efficient financial strategy is affected by changes to its external environment and its assumptions.
Shifting global economics, volatile equity markets, regulatory changes and even your own life events can affect your financial strategy. The imperative is to be able to manage risk and adjust your settings as appropriate.
Having an expert adviser as a sounding board for your important life decisions and financial concerns is vital. Our clients enjoy an ongoing conversation, both formally in strategic reviews and more informally as we share your life journey and aspirations.
As your adviser, Affinity Private will continue to take a proactive view of your affairs, risks and opportunities.
- Reviewing your assets and liabilities
- Assessing your cash flow and spending patterns in line with your financial goals
- Adjusting your asset allocation and investment mix as the external environment changes
- Reviewing your risk management strategies
- Discussing your quality of life outcomes