Hi everyone, Leonie here at Wealthology and today I wanted to talk to you about the benefits of having an annual financial health check.
You will find often that throughout the year your financial situation may change, interest rates may go up, you may have received an increase in your salary, which is always exciting, you may have taken out another credit card, or perhaps taken on a car loan.
There’s all kinds of things that can change during the year with your financial situation, so we always recommend that we sit down at least once a year with our clients and we have a look at what has changed, what could be improved, how maybe we could get you back on track.
So having a financial wealth check, which is conducted once a year is a really great way to keep your financial plan on track and something we recommend. So if you need a hand with that, do get in touch.
