Your commitment
Successful achievement of your financial goals and lifestyle objectives is possible only through your commitment, sound strategic advice and ongoing review of the strategy.
Outlook offers you a comprehensive ongoing advice and service facility. In accordance, it is suggested that all clients utilise the ongoing review and monitoring service provided. This review process is a vital part of achieving your financial and lifestyle objectives.
Although we help you to consider all relevant matters at the appropriate time, it is important that you bear the prime responsibility for advising us of any change to your circumstances. If you do not advise us of any change to your circumstances, or provide incorrect personal information there is the potential for any advice we provide at the time of a review to be inappropriate to the general financial well-being of you and your family.
To enable us to provide continuing service efficiently and effectively, you should, in a timely manner, advise us of any significant changes in your:
- relevant personal circumstances
- lifestyle objectives
- financial position
- financial needs
- purpose for using Outlook services
- desired outcomes from Outlook services
We assist you in making appropriate decisions. If you do not feel totally comfortable with a decision or making a decision, then you must seek more information and advice from us until you are comfortable.
Your commitment to the planning process is crucial for the successful achievement of your goals. The client and the financial planner have to work together to achieve the best results.