Why Everyone Needs Help Investing

Following on from last week’s blog post, I thought the diagram below sums up nicely why everyone needs a little help when investing. Do any of these thought bubbles look familiar ?

Investor 20Discipline 2C 20complete 20suite1

One of my roles when helping people with tax and wealth creation is to coach them. Often we need to change ingrained behaviours and beliefs in order to achieve investing that is …

  1. Of appropriate risk for the individual – everyone is different
  2. Regular – preferably automated &
  3. Diversified

As humans, we are just not wired to do that on our own. So pick up the phone for a chat. Yes we charge for our advice, but disciplined regular investing works – every time.

Lindsay 0413 952 180


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