The idea of investing can be daunting for many people. We all want to create wealth but where do you begin the process? How much do you need? What should you invest in? How much risk can you tolerate? Who can provide unbiased professional financial advice?
In this eBook we demystify some common questions people have when getting started with investing, so you can embark on your investment journey with confidence.
What is investing
Asset classes
Investment types
Investment concepts minus the jargon
Risk versus return
Diversification
The importance of time
Compounding interest
Margin loans and gearing
Investment goal setting
Getting the right advice
This ebook is designed to educate and inspire you to reach your goals in life through investing. It focuses on those starting out in their investment journey and explains concepts in simple language.
We look basic investment concepts and different investment types and strategies so you can start to build your knowledge and gain the confidence to get started.
When it came to acquiring a lifestyle underpinned by financial security, Brenton Tong grew up in Sydney hearing, “People like us can’t do things like that.” He’s made a career out of proving that wrong for himself and for all kinds of clients who couldn’t see a way to the life they deserved, however hard they worked. He is now consistently ranked as one of Sydney’s top financial planners (Adviser Ratings).
Financial Spectrum is an independently owned financial planning practice with offices in the Sydney CBD, Bondi Junction and Balmain.
Because we’re independently owned financial planners, we’re not tied to any financial “products” and we reject commissions. Our focus is on delivering genuine value to you, our clients.
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Financial Spectrum Pty Ltd,
ABN 65 164 212 524
Corporate Authorised Representative of Climb Wealth Pty Ltd, Licence 409424
The Information provided is general in nature only and does not constitute personal financial advice. The information has been prepared without taking into account your personal objectives, financial situation or needs. Before acting on any information presented you should consider the appropriateness of the information having regard to your objectives, financial situation and needs. We highly recommend you seek professional advice to check how the information relates to your unique circumstances. Financial Spectrum is not liable for any loss caused, whether due to negligence or otherwise, arising from the use of, or reliance on, the information provided.
© 2022 Financial Spectrum