Smart investment principles
The world of investing can seem intimidating, especially for beginners. We want to simplify the basics of investing and provide insight into how it works. We will guide you through your options and introduce our four investment principles to help you maximise your investments without taking on more risk than you are comfortable with.
Setting Investment Goals
When building a portfolio, it is crucial to understand the level of risk you are willing to take and your investment objectives over the short, medium, and long term. This will determine the best mix of assets and the potential investment rewards. Time horizon is also important – for instance, if you are saving for retirement, the closer you get to your goal, the less risk you may want to be exposed to. You wouldn't want your savings to fluctuate wildly just before retirement.
To learn more about the principles of investing, please refer to our Investment Guide by clicking here.