Could your money be working harder
so you don’t have to?
G U I D E T O
02 | GUIDE TO INVESTINGW E L C O M E
W elcome to our Guide to Investing. It’s not surprising that the
world of investing can seem complex. Investors today face o!en-
changing market conditions. An endless supply of market news.
And many, many investment choices.
Investing enables you to potentially grow your money. Whether you’re
looking to pay o" your mortgage more quickly, boost your retirement fund or
provide #nancial security for your child’s future, investing could help you get
If you’re new to investing, knowing where to start can be a daunting task. In
our guide, we take you through your investment journey, from what to consider
before you start, the di"erent types of investment options that might suit you,
and the various asset classes. You’ll also learn why it’s important to focus on the
long term as an investor and create a diversi#ed portfolio that includes a range
of di"erent investments.
Having speci#c goals in mind is essential when it comes to picking
appropriate investments. Are you looking for short-term security or long-term
gains? How much growth do you need to reach your goal? Answering questions
like these will keep you focused on building a portfolio that’s right for you and
$e most successful investors are o!en those with discipline. $ose who
invest for the long term and don’t tinker with their portfolios too much. $e
ultimate secret to #nancial success lies in having your money doing the work so
that you have peace of mind that your cash is working hard.
It’s also important to remember that any investment comes with risk. All
investments can go down as well as up, and you may get back less than you invest.
Ready to start a conversation?
In our guide we look to debunk the
myth that investing is only for the very
wealthy. Investing means di"erent
things to di"erent people. If you
would like to #nd out more or arrange
an appointment, pleas