Understanding investment objectives
Risk appetite, current finances, and future aspirations Investing is a lifelong journey; the sooner you embark on it, the better your financial future. Whether you’re a seasoned investor or a novice, understanding your investment objectives, risk tolerance, and timeline is crucial.
Goals-based investing
Clear, concise, detailed and written down Goals-based investing is an approach that aims to help people meet their personal and lifestyle goals, whatever they may be. If you do not know where you are going, how will you know when you get there? This is very true about financial goals. You need to set financial […]
Review your needs and goals
Take the time to think about what you really want from your investments You need to consider what you really want from your investments. Knowing yourself, your needs and financial and lifestyle goals, and your appetite for risk is a good start.
Visualise your future
Reaching a state of complete financial wellbeing Financial wellbeing ultimately comes from achieving financial security and independence. When you’ve reached a state of financial wellbeing, you’ve got to a point where you have a sufficient level of income for your lifestyle needs, enough capital to give you peace of mind and the knowledge that whatever […]
Seven habits of financially astute people.
End your year how you plan to start your next. So what is it to be Financially astute? We are talking about those with more modest means who make the most of their money. … To make the most of their wealth, the financially astute may consciously or unconsciously hold onto a set of money […]