Saving and investing is a challenge that you have which you have overcome. In this module we will analyze you investment portfolio and risk profile. We will show you ways to optimize, diversify and rebalance, in order to achieve efficiency and increase your long-term returns.
This package includes the following module:
1. Invest effectively – strategic and long-term investing is the key to financial success
- Analysis of an existing investment portfolio
- Self-directed investing or why we need to take control of our own investments
- Analysis, optimization and saving on fees in an investment portfolio
- Individual risk assessment
- Preparation of a sustainable investment strategy and will endure the test of time and economic cycles