Planning your Investments

It is a common misconception that saving and investing are the same thing. Each of them involves a different approach and philosophy.

The 7 handy rules for effective investing

1. Diversify your portfolio to spread the risks;

2. Earn returns on your investment returns;

3. Ensure the long term trend is up;

4. Plan for the long term; don't just react to the short term;

5. React now and you might regret it later;

6. Keep yourself informed;

7.Get some professional financial advice from an expert.

 

A very useful publication issued by MSL is their "Smart strategies for growing wealth". It is easy to understand and follow, with some excellent comparisons and explanations.

Case Studies

• We have compiled an number of case studies which may be of interest to better explain and give some examples of investment options which may suit different circumstances and goals.

• Case Study - Bob and Helen

  Bob and Helen are approching retirement and are now considering switching to more conservative investment options to help secure their current value.

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• Case Study - Matthew

  Matthew wants to save for a home deposit. He needs to find a way to make his money work harder now, without restricting his financial freedom. He is considering taking out a margin loan to invest as a possible option.

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• Case Study - Mark and Kate

  Mark and Kate have just had a baby girl and would like her to attend a private school when she turns eleven. They want to setup an "education" fund for her so what investment strategy should they use to ensure they can meet the expenses.

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• Case Study - Emma

  Emma has received a large sum of money from her father for her 21st birthday. She is told she has to invest it so she seeks professional advice.

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• Want to read more case studies and informative articles