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Undertaking a financial check-up: Is everything in order?

MyNRMA 11th August 2014

mynrma-11thaugDo you pay an annual visit to the GP to check everything is in sound working order? While a regular medical check-up is par for the course for many of us, how many take the time to ensure their financial affairs are in equally good health?

If you don't, you should, says Sydney financial adviser Peter Horsfield, who gives his clients an annual 146-point check-up to ensure nothing slips through the cracks.

If you've been cruising along, leaving matters to chance, then perhaps it's time to get out the figurative stethoscope and run a few quick tests.

Here are some suggestions to get you started

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