Aligning Your Current Investments

This is the last tutorial in this section of the course.

Before we can start implementing new investments, it is vitally important that you understand ​what current investments you have and how those investment are made up as they will need to be aligned with your planning. 

This tutorial therefore gives you some guidance on how to interpret what your current portfolio is made up of and how to realign it based on your new planning outcomes.​


As promised in the tutorial, below is the button where you can download the table to assist you with interpreting and realigning your current investments.

Please make sure that you do all the calculations and analysis around your current investments BEFORE you move onto the next tutorial. 

This is the end of this section of the course. Please mark this Tutorial and as well as the section complete in order to move on to the next part of the course.

If you are running through the course for the second time, you may navigate using the "Course Navigation" on the right of this page.​