Annual financial review

What to go through once a year, and what to ask about each thing.

What you get

21 questions across five areas, covering:

Cover you already hold
What changed this year
Money set aside
Paperwork
To raise with an adviser

Questions to bring to a review. Nothing here tells you what to do with your money.

First name

Surname (optional)

Mobile (optional)

What is on your mind?

How should she reach you?

Anything you want her to know (optional)

I would like Harika van der Merwe to contact me about this enquiry, using the details I have provided.Separately, I agree to receive occasional financial education and updates by email or WhatsApp. I can withdraw this at any time, and every message will say how.

Only what you typed above is sent. Your check answers are not included, only the overall band, and only if you did the check.