Becoming a successful investor requires both planning and discipline.

Planning means thinking carefully about everything you need to consider when developing your investment plan. Discipline means sticking to a pre-agreed investment strategy regardless of market movements or volatility. It also requires a certain amount of knowledge, which we hope to answer in this guide of more than 20 pages.

Guides to financial planning - investment

Download the guide to investing to learn about the most relevant aspects that you should consider when designing your savings and investment strategy:

  • Key investment considerations
  • Investment objectives; growth or income?
  • Diversification and asset classes
  • Time frame considerations
  • Time value of money and compound interest
  • Collective investment schemes
  • Portfolio management
  • Difference between passive and active investments

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