Investing

How should I approach investing at each life stage? (Video)

How should I approach investing at each life stage? (Video) Brian May CFP® Brian May is a financial planning and wealth management specialist, with over 20 years’ experience in financial services and international merchant and investment banking. As part of the Financial Planning Association’s Ask a Planner video series, Brian May CFP® answers the commonly asked question, “What approach to investing is optimal at each life stage?” If you have a question you’d like …

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How important is saving vs investing at each life stage? (Video)

How important is saving vs investing at each life stage? (Video) Alexis Wheatley CFP® As Principal of Wheatley Wealth Management, Alexis provides high-quality strategic advice to help her clients create and preserve their wealth. As part of the Financial Planning Association’s Ask a Planner video series, Alexis Wheatley CFP® answers the commonly asked question, “How important is saving vs investing at each life stage?” If you have a question you’d like answered by a professional …

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Should I buy or rent? (Video)

Should I buy or rent? (Video) Louise Lakomy CFP® Louise has a wide range of experience and depth of knowledge in all facets of financial planning providing advice over 15 years specialising in retirement strategies. As part of the Financial Planning Association’s Ask a Planner video series, Louise Lakomy CFP® answers the commonly asked question, “Should I buy my own home, or continue to rent and put my money towards other investments?” If you …

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Investing for kids – ways to save for their future

Investing for kids – ways to save for their future Whether you’re thinking about childcare, education or beyond, saving even a bit now could make a big difference later. It’s natural to want the best for the children in your life, whether you’re their parent, step-parent, carer, aunty, uncle, grandparent or even godparent. And, while money won’t be the be all and end all when it comes to raising happy little humans, you’d probably agree …

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Why passive investing now won’t deliver all your goals

Why passive investing now won’t deliver all your goals Passive investment funds used to be a relatively obscure part of the market. But with their popularity soaring in recent years, many investors might now be sceptical about paying for active investment. Market performance over recent years would reinforce that scepticism. Holding a passive mix of mainstream assets has performed very well over the last 5 years. For example, an investor who suffers a permanent 25% …

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Volatility: 10 key messages for investors

Volatility: 10 key messages for investors Financial markets can be subject to periods of event-related volatility during which investor confidence can be significantly undermined. Here, Fidelity provides 10 key messages to help investors steer their portfolios through volatile times. 1. Volatility is a normal part of long-term investing From time to time, there is inevitably volatility in stock markets as investors react nervously to changes in the economic, political and corporate environment. Above all else, …

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Online learning Inform your financial decisions Investing Online learning: Investment basics Once you grasp the basics of investing, you can work towards choosing the right investments for you, and get on the road to building wealth. Start now Online learning: Good debt and bad debt Not all debt is bad but if you have a loan or a credit card, it pays to know the difference. You may be able to use good debt to …

Why tax aware investing can help boost retirement income

Why tax aware investing can help boost retirement income With the huge bulge of baby boomers entering retirement, and yields at near-record lows, there is an emerging rediscovery of the vital role equities can play in delivering retirement outcomes. Equities provide retirees with a regular and reliable income that grows over time. They not only generate income and strong expected returns, but also protect against inflation risk and longevity risk (the risk of outliving your …

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Understanding the basics of investing Video

Whatever you decide, take an active interest in your investment strategies today will help you plan the retirement lifestyle you want for tomorrow.

Understanding the basics of investing

Taking an active interest in your investment strategies today will help you plan the retirement lifestyle you want for tomorrow. Understanding the basics of investing