Gain a better perspective
A clear picture of your investments
What you automatically do for your car every year also makes sense for your financial portfolio: An annual investment inspection in the form of a portfolio check ensures that your investments stay on track over the long term and match your savings style.
Are you still satisfied with the investment strategy you chose a while back? Or have your aims changed since then? Would you like to tone down your stance or maybe shift it into high gear? These and similar questions can be answered simply and easily at a portfolio check with your Raiffeisen advisor. The end of the year is approaching rapidly, and now is the time to give your investments a tune-up.
More insight: your portfolio statement
The poor climate on the stock exchanges last year has obstructed the vision of a lot of investors when it comes to their portfolio’s potential for the future. The analysis of your portfolio statement is therefore the first step at every portfolio check. By comparing your current financial aims with your existing investments, we can determine how far the distance is between where you are and where you want to be.
Which investment style works for you
In the same way that families tend to choose a safe van instead of a two-seater convertible, investment style is a matter of personal needs. And when changes occur in your job or your private life, your needs can change completely from one moment to the next. Adjusting your risk profile to fit with your current financial situation is therefore the second step in the consultation with your Raiffeisen advisor.
From minor repairs to great extras
Just because you want to keep your car in good shape doesn’t necessarily mean that you have to perform a complete overhaul. Get an oil change, touch up a few nicks in the paint job – and you’ll feel like your vehicle is as good as new. The same holds true for your investments.
The third step in the portfolio check involves optimising your investments and offering specific recommendations for improving your portfolio. The thing to remember here is that even small changes can have a positive impact on your investments. And by adding one or two new extras – like an additional investment fund – you can get your finances back in gear in no time.
Ultimately, however, all of the measures included in the Raiffeisen portfolio check share one aim: to ensure that your investments are in line with your life and that you are able to react to changes quickly and without running into any complications. The Raiffeisen portfolio check offers perfect service to keep your financial motor running.
And what do you have to do? Almost nothing.
Simply make an appointment with your Raiffeisen advisor today. It’s worth it.
Get a portfolio check now.
