A new month should be celebrated as a fresh opportunity to set and achieve goals, so why not make October the month where you finally get your personal finances in order?
The first step is simple, log in to your True Potential account today. Make logging in a habit for October, establishing a routine that you can then maintain going forward.
Checking in regularly is a way to keep track of your investment performance towards your goals. You can use this as motivation to potentially hit your goals sooner, by topping up at any time with impulseSave® when you’ve got extra disposable income. Only by logging in regularly can you get an idea of how your investment performance changes and when topping up could be a good idea.
As well as seeing how your investment is performing, regular log ins will help you keep up to date with exactly what is going on in the markets. You’ll find videos and blogs from our investment directors, going beyond the headlines on subjects such as Brexit and the Trump/China trade war.
Your overview is also the place to manage your assets and liabilities. By comparing these, you can get an idea of your net worth, which alongside your investment will give you a complete view of your wealth. Logging in regularly and reviewing your assets and liabilities is like giving yourself a quick financial health check. Keep them up to date so you know exactly how your financial well-being is doing.
Establish your log in routine for October today, set a reminder on your calendar to log in once a week in October to take a quick look at your investment.
Remember, investing in our globally diversified Portfolios is for the long term, with our expert in-house team making the investment decisions. Your part to play is to stay disciplined towards your goal and track your investment regularly.
- Logging in to your investment overview a few times a month will ensure you are up-to-date with your wealth and how it is performing against your goals.
- You can top up at any time to potentially reach your goals sooner.
- Stay updated with the latest insights from our investment directors in our blogs and videos.
- Keep your assets and liabilities up to date, for a complete overall health check on your wealth.
How to log-in
On our responsive desktop site: Once logged in, scroll down the Overview page and you’ll be able to see a section for Your Policies, Your Assets & Liabilities and Personal Finance. Click through each to build a complete view of your finances.
On our App: Search for ‘True Potential’ in the Apple App Store or Google Play Store and download the app to your phone or tablet. Once logged in, click on the Menu button in the top left of the screen, you’ll then be able to see options for Overview and Your Assets & Liabilities. Click through each to build a complete view of your finances.
Please be aware that this communication should not be considered as financial advice.