Welcome back to the 360 Money Matters Podcast, and in this episode, we’ll be discussing step four of our six-step financial planning process which is developing an investment strategy. There is a lot to unpack regarding investment strategies and the various topics surrounding them, but we hope that this will help paint a clear picture for you all.
Beyond the usual technical aspects of an investment strategy, many factors unique to the individual come into play such as circumstances, goals, comfort level, and emotional investment, and these are critical things that we want to discuss in this episode.
Be sure not to miss out on this episode so you can start developing the right strategy for yourself!
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This podcast contains information that is general in nature. It does not take into account the objectives, financial situation, or needs of any particular person. You need to consider your financial situation and needs before making any decisions based on this information. This information is provided by Billy Amiridis and Andrew Nicolaou of 360 Financial Strategists Pty Ltd, authorised representatives and credit representatives of AMP Financial Planning – AFSL 232706
Episode Highlights:
• What an investment strategy is and how to get started.
• How you own an asset depends on your circumstances.
• How to know which assets to acquire and how to acquire them.
• Make sure you know when enough is enough.
• Maximise your passive income.
• The importance of a diversed portfolio.
• The only certainty of an investment strategy is change.
• The emotional aspect of investment.
