Investor toolkit

Whether you're starting out or looking to tune up your knowledge, the investor toolkit helps you with the investing essentials.

Watch the video presented by financial expert Nicole Pedersen-McKinnon and then start personalising your investor toolkit.

This toolkit:

  • asks you questions that build your investing profile
  • delivers a series of actions to take
  • let's you create a personalised reference list that you can email

Estimated time: 10 mins

Investor toolkit

Customise our information to suit your needs


Create your reference list (Step 2 of 2)

Based on your profile, we suggest the following customised reference list.
Check the boxes to build your reference list which you can email to yourself or print.

Get serious about building wealth

Don't put it off any longer. The sooner you start, the sooner you'll reach your lifestyle goals.

Stay informed - don't fall behind

Managing a portfolio of investments can be very satisfying but can also throw up some challenges.

Investment success needs good planning

If you're managing your own investment decisions you need a well thought out plan. Outline your goals and set your strategies for achieving them.

Know the investment essentials

Don't know where to start? Arm yourself with good intel and be prepared to learn about concepts such as diversification.

Diversify your investments

We've all heard the saying 'don't put all your eggs in one basket'. Diversifying spreads the risk which protects you against large losses from a single investment.

Avoid investment pitfalls

Being aware of scams, knowing how to spot a bad investment and being aware of tactics such as diversification will help keep your money safe.

Investing for short-term goals

Investing to fund a holiday, home deposit or car? Having a specific goal can be a great motivator.

Check your adviser

Whether you've just met with your adviser or you have a long relationship, check their details on ASIC's register and know what questions to ask them to get the right advice.

Know how financial advice works

Know what to expect from an adviser and how they operate so you can get the most out of the experience.

Understand complex investments

There's no substitute for knowledge when it comes to investing. 

Manage risk through diversification

There is risk in every investment. Successful investors understand the main types of risk that can hit their investments and how to manage it through diversification.

What investments are you interested in?

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Last updated: 03 Dec 2018