Building Block. Know What You Own (Financial Basics)

Do you really Know What You Own?

This sounds like a simple question, but the answer is not always that straightforward, especially if your assets are being managed by different advisors or are in different funds or trusts.  For example, your report from your advisors might not clearly state what stocks you own.

Join us to start a conversation about what you might have in your portfolio, and where to look. We’ll also have a conversation about different types of assets you might own, and the percentage of these asset classes in your portfolio.

Your assets could be stocks, bonds, real estate, cash, collectibles and more.

Why is this important?

Knowing what you own is one of the first steps in taking control of your financial life. Knowing what you own will help you make informed decisions about your finances, plan for your future, mitigate financial risks and achieve your financial goals faster. Knowing what you own is also important for estate planning, as it enables you to identify and prioritise which assets you want to pass on to your loved ones and how you want to distribute them.

Join The Beam’s Anna Levin and Lisa van Eck for this first Building Block of the year. This session will be a good prep session for your first Cornerstone Class of the Year with Aunnie Patton Power on Financial Basics on 31 January.