Investment Performance Reviews

At Evolution, we believe that reviewing your investments and the strategies that have been set in place for you, is a necessary part of the financial planning process.

We know that investment markets and legislation are constantly changing along with your needs, goals and circumstances. Therefore, it is necessary to regularly review your investment position to ensure that you remain on track to achieving your objectives.
We recommend quarterly, half yearly or annual reviews of your investments, or any time there is a major change in your circumstances.

Reviews can be as formal or informal as is required and can take the form of a sit down meeting and discussion, written advice documents or phone conversations.

A typical review will look at things like:

• Your Investment Performance
• Performance of Similar Investments
• Transactions
• Independent Investment / Fund Ratings
• Asset Allocation
• Risk Profiles
• Economic Market Updates

We understand clients goals, needs and wants change over time and your investments and strategies need to change with them to be effective.

Please take the opportunity to speak with a member of the Evolution Financial Planning Team today regarding a review of your investments.