The Process Step 5

Markets go up and down, the rules change and indeed your goals and circumstances can change too. All along, you can rest assured that we are keeping your finances on track by reviewing your plan and identifying the need for adjustments. We are also accessible for you should any queries come up.

We will prepare you a written report and meet with you in person at least once each year to review your progress and provide further advice.

In a nutshell, our partnership allows you to enjoy your life with peace of mind that we are taking care of things.

At Bruining Partners you are never locked in – should you decide you wish to end our engagement you can cancel our services at any time.