Investing: the basics

Investing: the basics

Before launching your investment portfolio, it is important to be aware of the strategies you can adapt to manage the risks involved in achieving your investment goals.

Here are some basics to assist you on your investment journey:

Spreading your money across a number of different industry sectors, asset classes and even geographic locations will help reduce the risk of loss if one investment ends up performing poorly.

Think long-term
It is important to realise you are making a long-term investment. The market will naturally fluctuate and is crucial not to panic when this happens.

Set goals
Reacting without thinking can cause a loss and having a plan in place will help you make the best decision when the market changes.

Seek professional advice
It may be beneficial to speak with a financial advisor. Financial advisors can offer industry knowledge to help you make the best decisions to grow your investment portfolio.


If you believe the matters discussed above are relevant to your business, please contact Darren Smith of our office to discuss further.

Darren is a Chartered Accountant with extensive experience, including working in the big 4 and medium sized firms before becoming a partner of a city based firm in 2000.

He has gained much experience and has extensive knowledge in providing business and taxation advice, superannuation planning, negotiation of sales and acquisitions of businesses and property development. His client base covers a wide range of industry groups.

Darren works with business owners to grow their businesses and create personal wealth within and outside of their business.

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