60 Second Investment Check

Introduction

This Free Tool will help you to identify the Key Considerations when it comes to Investments and Building Your Wealth. Take 60 Seconds and simply answer ‘Yes’ or ‘No’ to the questions below and then click ‘Submit’ to get Your Results.

Investment Check:

1. Asset Allocation

Do you understand the importance of asset allocation, and if so, are your current investments fully aligned to this strategy?

2. Research & Analysis

Do you have the desire and time to learn about and analyse all of the different investment options that are are available to you?

3. Previous Investments

Have you made any previous investments and are you happy with their performance?

4. Planning

Do you have an investment plan in place that details potential volatility and the returns that you are aspiring to achieve?

5. Tax Benefits

Are you optomising the taxation benefits available to you with your investments?

Submit