12 Principles of Investing

12 Principles of Investing

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Important documents

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PH: 1300 274 731M: +61 438 041 585

PH: 1300 274 731M: +61 438 041 585

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Disclaimer

Katherine Isbrandt is a Sub-Authorised Representative of ASIRE Pty Ltd ABN 64 600 724 392 (trading as About Retirement), Corporate Authorised Representative 462166. Authorised Representative No. 313686 of Capstone Financial Planning Pty Ltd ABN 24 093733 969. AFS 223135, Level14, 461 Bourke St, Melbourne VIC 3000, BH: 1300 306 900W: www.capstonefp.com.au

Katherine Isbrandt is a Sub-Authorised Representative of ASIRE Pty Ltd ABN 64 600 724 392 (trading as About Retirement), Corporate Authorised Representative 462166. Authorised Representative No. 313686 of Capstone Financial Planning Pty Ltd ABN 24 093733 969. AFS 223135, Level14, 461 Bourke St, Melbourne VIC 3000, BH: 1300 306 900W: www.capstonefp.com.au

Copyright © 2020 About Retirement

Copyright © 2020 About Retirement

When it comes to investing, the world of possibilities is endless. There are many types of investments in many different markets with different features, different risk, with different level of expected return, some providing you income only, some capital growth and others a combination of both. Some provide you with tax benefits, others do not.

As good as it is to have choices, too much choice, usually creates confusion and procrastination. 

So to make this daunting task a bit easier for you, here are 12 steps to follow that should make this experience clearer and hopefully more enjoyable. 

When it comes to investing, the world of possibilities is endless. There are many types of investments in many different markets with different features, different risk, with different level of expected return, some providing you income only, some capital growth and others a combination of both. Some provide you with tax benefits, others do not.

As good as it is to have choices, too much choice, usually creates confusion and procrastination. 

So to make this daunting task a bit easier for you, here are 12 steps to follow that should make this experience clearer and hopefully more enjoyable.