Not sure your ETFs are working for you? Let’s find out.
A free, personalised video review of your ETF portfolio from Joshua Stega, a financial adviser with 20+ years’ experience, sent straight to your inbox. No calls, no pitch, no obligation.
Check your portfolio first
Before you ask for a review, run your ETFs through our free calculator. Enter what you hold and how much, and you’ll see:
- ✓What you really own: every company underneath your ETFs, in dollars
- ✓Where your ETFs double up, on a simple red, orange and green gauge
- ✓Whether each ETF is in a base, uptrend or downtrend, with a chart
You may find the answer yourself. If not, you’ll know exactly what to ask, and your review will be more useful.
Check my portfolio free →Your portfolio from the calculator
Copy this into the form below so Joshua can see exactly what you hold.
Step 2: get a free review from Joshua
What we’ll cover
- ✓Where your portfolio actually stands today
- ✓Whether a core and satellite approach fits your goals and timeframe
- ✓Any ETFs you already hold that are worth a second look: overlap, fees and gaps
- ✓Clear next steps, with or without me
How it works
Request your free review
Takes about 2 minutes. List the ETFs you hold, or paste your portfolio from step 1.
Before your review, please read our Financial Services Guide. The video review is an initial look at your portfolio. Any personal advice will only be given after we understand your full circumstances and will be documented in writing. Your details are only used to arrange your review.
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