Your Financial Plan

We tend to jump right into the world of investing, however, it is important to have a financial plan that underpins everything you do with your money and as an investor.

Why do I need a financial plan?

Smart investors know that the key to succesful investing is having a 'roadmap' - a guide to all their financial decisions.  Having a written financial plan is the first step to securing your financial future and having the capacity to invest.

Having a financial plan answers 3 key questions:

  1. How much, when and how should you save?
  2. How should the savings be invested until you need them?
  3. How much and when will you use the savings?

Learn more about a range of important finacial plan related topics by exploring external resources

Financial plan basics
Investment structures
Asset classes
Estate planning

Explore our range of tutorials to help you learn about analysing shares

Portfolio management
A guide to making good investment decisions


Click here for a Glossary of commonly used terms.