Yes. It is important that you review the strategies and products that support your financial situation on a regular basis to confirm that they continue to meet your circumstances and financial needs. A number of things change over time including:
How your needs may have changed
The economic environment
The legislative environment
Fund manager and investment performance
Your taxation position and the tax position of your investments
Social security issues
Investment availability and suitability
In some cases, however, clients need one-off advice to get their affairs in order. Post this, ongoing advice is not essential and can be provided on an ad-hoc basis on their request.