We want you to be fully empowered so that you can make more money, seize opportunities and have the financial life that gives you freedom on your terms.
One of the lessons I learned the hard way in investing is that not every financial house has the same fees to invest. Many persons do not even question what it costs to invest and how to lower the costs.
And given that there are 12 general categories of financial assets such as real estate, insurance, investments, your career and the like, without questioning the cost of getting into an asset, you immediately lower your return.
Now, in this training, we are narrowing our focus on just one of the many financial assets and we will look at the questions needed to determine if you are overpaying.
We are looking at mutual funds and unit trust. In order to supercharge your investment portfolio, want you to ask your financial advisor, “is there an alternative lower-cost mutual fund available with a similar or better performance history and risk profile?”
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While working in the financial sector, I realized that some clients got favorable treatment and others did not. It was about having someone available to call you and say do this and do that. Or move your money here or ask for this opportunity. I realized that if I had that kind of mentorship, it could make a real difference to my life. Never would I have guessed that having a child with special needs would propel my need for financial mentorship so quickly. As I learned, I shared with my clients. And now I open this training for you.
