Because your life changes — and your financial plan should too.
At Audient Financial, we understand that creating a financial plan is just the beginning. True financial success comes from ongoing advice, review, and guidance — ensuring your strategy continues to reflect your goals, lifestyle, and the ever-changing financial environment.
As your trusted financial advisor, we stay by your side to help you feel confident, and make well-informed decisions throughout your journey.
Why Ongoing Financial Advice Matters
Your circumstances don’t stay the same — and neither should your financial strategy. Regular reviews help you stay on track and make the most of new opportunities.
Our ongoing advice service ensures you:
- Stay aligned with your goals and life changes such as career moves, property purchases, or family milestones.
- Receive up-to-date recommendations in response to market and legislative changes.
- Keep your superannuation, investments, and insurance working efficiently for you.
- Identify ways to optimise returns, manage risks, and minimise tax.
- Have continued access to professional support and peace of mind.
What’s Included in Our Ongoing Advice & Review Service
Our clients enjoy a personalised and proactive relationship that typically includes:
- Annual or semi-annual strategy reviews — to assess progress and ensure your plan remains relevant
- Portfolio monitoring and performance reports — keeping you informed and confident
- Insurance and risk protection reviews — ensuring you and your family stay protected
- Ongoing access to your adviser — whenever you need expert financial guidance
- Proactive updates — about economic changes, regulatory reforms, and new opportunities
We tailor our service to suit your specific needs — whether you’re building wealth, preparing for retirement, or simply wanting to stay in control of your finances.
Our Commitment to You
At Audient Financial, our ongoing advice service is built on trust, care, and consistency. We pride ourselves on forming long-term relationships — listening to what matters most to you and helping you stay ahead of change.
Our philosophy is simple:
We Listen. We Plan. You Prosper.