Treat Your Money Like a Business Win Lose Change

Published / Last Updated on 28/07/2020

Like with any business plan, you have to do the same with your wealth plan. 

You must adapt it on an ongoing basis to reflect your own changes in financial position or views, markets, taxation and laws.

You should review your wealth plans at least every year:

Review what you have, what have done, what you have achieved – did you win or lose?  Then, in particular where you lost or failed or fell short, you should make changes, in particular, where you have lost – be that performance, tax, not saved enough, simply ignored it and left it all in ‘moth balls’.

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