How do I start?

Before you invest it is a good idea to understand key financial and investment-related concepts.

Whether you intend to go it alone or consult a professional, coming to grips with these important topics is a great place to start!

My financial goals

  • Why is a financial plan important?
  • Setting financial goals
  • How do I turn my goals into a plan?

Current financial situation

  • What is my capacity to save?
  • What is my net worth?
  • What type of insurances do I need?

Important financial concepts

  • Make compounding work for you
  • Don't put all your eggs in one basket
  • Borrowing to invest - pro's and con's

Understanding investments

  • Types of investment structures
  • Lifecycle investing
  • Understanding the investing jargon