Our five-part series of podcasts supporting Financial Planning Week with a look at the financial planning process, finishes today.
In our fifth podcast of the week, Smart Financial CEO Steve Martin talks to Andrew Neligan, CFP with Informed Choice about the final stage of the process.
Listen to Steve and Andrew talk about what you can expect at this meeting, commonly referred to as the review meeting, or forward planning meeting, and why this stage is actually the beginning of a ‘virtuous circle’ of planning for the rest of your life.