Do you have any investments?

When last did you invest? 

What do you own? 

Mutual Funds? Bonds? Stock? 

Property? 

Insurance? 

Apart from these classic investments, have you made any other interesting investments in business? 

When last did you review your investments against your short, medium and long-term plans? 

Are you satisfied with their performance? 

Are they still appropriate or does your portfolio need adjusting? 

Can they support goals such as educating children, owning your own home, your retirement and legacy? 

How are your investments held? 

Are your investments all over the place with different institutions? 

Are your investments properly diversified across asset classes and geographies? 

Are they all in one country? With investing you need a clear, well thought out strategy that takes into account your objectives, your age, your family situation, your expectations of long-term returns, your risk appetite and your financial status. Most of us don't have the time or inclination to handle all this ourselves. 

Equip yourself with knowledge and professional support, to build a solid portfolio that will lead you to financial security.