RETIREMENT PLANNING TEMPLATE

The Retirement Planning Course uses the Portfolio template and example and several tables to help you review your financial position. 

Portfolio Template and Example

The Portfolio Template helps you to put all your passive income investments into one area for easy tracking and recording on how each investment is progressing. An example can be accessed when you join the Retirement Planning Course.

The Portfolio Template Benefits are:

• If you have different Asset Class Investments, you can record them on different tabs as you will want to capture different financial detail
• You have a summary of all your Passive Income on one record
• If you want to monitor progress, the template allows you to record websites which can give you an immediate update on your investment
• You now have a history record of your investments so it is easier for you to track the investment's performance as you grow your portfolio