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Spring is here – Assist your clients to spring clean their finances

Spring has finally arrived and with the turn of the season comes the opportunity to start afresh. While everyone may be spring cleaning their home, office or email inbox, one of the most important aspects of everyone’s life also needs a review – your finances.

In a recent press release Lettie Mzwinila, business development manager at Allan Gray, discusses 5 things individuals can review on their financial spring-cleaning day. She stresses that it is important to make the time to review financial commitments at least once a year, and attend to personal finances in the same way you would your home. From a financial advisor point of view use this beginning of a new season to connect with your client as well.

Mzwinila’s Spring Day to-do-list:

1. Evaluate your budget
2. Review your debts
3. Update your will and retirement fund documents
4. Check your insurance cover
5. Take stock of your existing investments

Schedule some time with your client to re-assess his or her financial goals.

Click here to download the Allan Gray press release.

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