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STEP 5 - Advice implementation

If you are happy to proceed, and you are clear on our fee structure, our advice will be implemented. Sutherland Financial Planning will then become your appointed Financial Adviser for the funds.

STEP 6 - On-going advice

We usually provide our clients with ongoing financial advice. We will regularly review your investment performance and contribution levels to ensure our advice remains appropriate and that it continues to meet your evolving long-term investment objectives. We provide pro-active advice, including fund-switching when appropriate, and fund oversight aiming to maximise your returns whilst mitigating market and fund manager risks, whenever possible.

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