How often should I review my financial plan?

Review it at least periodically and whenever income, dependants, debt, housing, health, tax residence, or goals change materially. Check whether actual saving, spending, and returns match the assumptions, then update amounts rather than merely extending deadlines. Use relevant calculators to rerun scenarios. A review is especially important after market changes or rate resets, but it should avoid impulsive decisions based on short-term noise.

Back to all FAQs