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"Successful Investing takes time, discipline and patience. No matter how great the talent or effort, some things just take time: You can't produce a baby in one month by getting nine women pregnant."

– Warren Buffet


The term endure means to continue to exist or last and this; is so important with your financial strategy. The key to your strategy staying appropriate for you is ongoing reviews.

Don’t adopt a ‘set and forget’ attitude. At a minimum, you should visit your adviser once a year for a review. Between reviews, it’s important that you keep your adviser updated about any changes in your circumstances so they can adjust your plan to keep it relevant to you. Also use the yearly review as an opportunity to think about whether you’re getting value for your ongoing advice fee.


Regular reports on your investment portfolio

What your adviser should do :

Regular reviews with your financial adviser

Invitations to seminars and other events

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