Whether you're starting out or looking to tune up your
knowledge, the investor toolkit helps you with the investing
Watch the video presented by financial expert Nicole
Pedersen-McKinnon and then start personalising your investor
- 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
Estimated time: 10 mins
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
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
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
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?
Last updated: 03 Dec 2018