Low hanging fruit creating new gains …
The Monetary result: This attendee will gain £52k in fee savings alone – on top of better returns. (*compounded gains)
Non-monetary results: Less monitoring, more balance and better diversification
How? In class you can have your existing portfolio evaluated for its performance and the fees you’re being charged (including hidden fees).
Then … we see how your existing portfolio compares to a simpler, low cost, diversified, set-and-forget ETF portfolio. To realise the gains, switch and transfer across.
Typical Results: We’ve taken hundreds of investors through this same exercise. 9 times out of 10, the result is better returns, lower fees, and no more monitoring.
Average Fee Saving: £87k compounded (based on a £240k existing portfolio having fees of 1% pa + hidden fees). This is hard cash you can enjoy in retirement for whatever you like – eg a property deposit
Who else has benefited? Those with an existing portfolio of shares or funds – in an ISA, SSAS, SIPP or other pension including work-related. In self-managed platforms or in managed funds via an IFA, wealth manager or pension scheme. You’re guaranteed to make savings.
** Investing is not just about MAKING gains, it’s also about KEEPING those gains **
Keep your gains for a better retirement. Or to gift a deposit on a property for your children.
Many people unknowingly lose a huge % of their gains by not knowing how to minimise their FITs: Fees, Inflation, Taxes.
The key thing is it’s simple to minimise your FITs. Sadly, most people are not aware of the extent of their FITs – or even know they can be managed so simply.
Don’t make the same mistake. A simple step can result in one more property (other assets are also available!).
Key messages from this article:
- Stocks generate attractive gains but ensure you don’t give away those gains
- Know your FITs and how much they equate to
- Be aware that it’s reasonably simple to manage your FITs
- Time in the Markets always beats timing the markets
- Stay Diversified
- Think Long-term
- Minimise those leakages
- Stay educated to outperform 99% of the population
For more guidance, our Investment Academy will help you implement all of this in a step-by-step way.
Thousands of people have learnt how to diversify and pound-cost-average into low-cost, set-and-forget ETFs & Funds for inflation-beating growth. And Options to create recurring income.
Click here to learn about our Investment Academy,
– Don’t take the above as advice as it may not apply to you personally
– Your Capital is at Risk
– You may not be covered by the FSCS
– Anything mentioned in a podcast or in a previous article was valid at that time and may not continue to be now