E - Emergency Cash Funding Halfway check: does your financial plan cover all four WISE pillars? Let's score yourself honestly: Wealth Preservation ✓ or ✗ → Do you have insurance, a will, and assets that protect against inflation? Investing ✓ or ✗ → Do you invest regularly with a long-term plan and diversified portfolio? Short-Term Trading ✓ or ✗ → If you trade, is it from a separate, defined allocation with clear rules? Emergency Cash Funding ✓ or ✗ → Do you have 3-12 months of expenses in an accessible, separate account? Most people score 1 or 2 out of 4. Financial security requires all four. Which pillar needs the most work for you? #WISE #FinancialPlanning #InvestWise #PersonalFinance #FinancialCheckup

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When Should You Review Insurance? You should review your insurance when: ✔ Income increases ✔ Marriage happens ✔ Child is born ✔ Loan is taken ✔ Every 2–3 years Life changes → Risks change → Coverage must change. Insurance is not “buy and forget”. #LifeEvents #InsuranceReview #FinancialCheckup

You should review your insurance when: ✔ Income increases ✔ Marriage happens ✔ Child is born ✔ Loan is taken ✔ Every 2–3 years Life changes → Risks change → Coverage must change. Insurance is not “buy and forget”. #LifeEvents #InsuranceReview #FinancialCheckup #Insurance

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Do you review your life insurance regularly….or did you set it up once and forget about it? Life changes. Plans should too. #FinancialCheckup

Review Annually: Set aside time once a year to review and rebalance your portfolio. Check if your asset allocation still matches your goals and risk tolerance. It keeps your strategy on track. 🗓️ #PortfolioReview #FinancialCheckup

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It May Be Time for a Financial Checkup It’s never a bad time to speak with your financial professional about changes in your situation. #FinancialCheckup #crown buff.ly/hXjXIJG

What Should You Review During a Year-End Financial Checkup? rmelbourneaccountants.com.au… @RAccountantsCA #financial #financialcheckup #accountants #melbourne #australia #rmelbourneaccountants