Thanks for attending (or registering) for our workshop this week; it was a blast presenting this to you!
As promised, here’s your replay, slide deck copy, checklist, and HTML tool.
Slide deck and checklist
- View the slides here (note that I’ve expanded them slightly from the video). Check out the speaker notes for more information on each slide!
- Grab your checklist here. Make a copy to your Google Drive or download it as a .Docx and get to work auditing your global financial setup.
Fee calculator
Use this tool to calculate portfolio and investment fees. You can quickly compare any two funds to see which one is cheaper. Additionally, you can see how much of your total portfolio gets eaten by fees.
Get an expert 2nd opinion on your global setup
Sometimes, getting a grip on your different accounts around the world and how to use them can be too much.
That’s why we’re happy to sit down with you to make sense of what you’re looking at and help you down the right direction for your financial goals, wherever you call home.
Sit down with one of our qualified experts for a 60-minute review of your setup as well as your plans (even if you came up with them in ChatGPT). During this secure call, you’ll get the clarity and confidence you need to make financial decisions that align with your goals.
Normally €181.50, as a workshop attendee you can book your session for just €109 using the code REVIEWSESSION in the check-out below. Space is limited so reserve your spot now.
These sessions are not financial advice, even if provided by our team holding professional qualifications in investment management. Learn more here.