- Developing a financial plan for clients taking into account information about their expenses, income, insurance coverage, tax status, financial objectives and risk tolerance. - Reviewing clients’ accounts and plans regularly to understand if life, economic changes, situational concerns or financial performance require any changes in their plan. - Prepare, interpret and analyse financial documents, summaries, investment performance reports and income projections for clients. - Specialising in employee benefits, investments and retirement funding - Investment overviews, anniversary adjustments according to need and performance reviews including market conditions. - Estate planning and wills