Our PROGRESS workshop is the final of our three part ‘Make it count” series.
In this workshop we show you how to link your financial plan with an investment strategy that will deliver the returns required for success.
You will gain insights into what your investment options are and understand which investment types are appropriate for your specific goals and time horizons.
A greater understanding of your investment strategy will help you manage your expectations around market events. You will gain the confidence to stick with a well constructed solution or know how to make changes neccessary to adjust.