In previous Money topics we’ve covered off getting into a position where you have money to invest, so the next logical step is to consider the fundamentals of investing. Specifically, how to successfully invest in securities.

Many people reinvest in their business, basically reinvesting in themselves, and that’s great. This months topic is for when you are ready to diversify, investing in other asset classes, like shares and bonds. Perhaps build your post-work savings in superannuation or another type of investment vehicle and personally.

If you haven’t already seen them, watch our video series that shows you the fundamentals of successful investing.

Don’t worry, they’re only a minute or two each. You can watch them here:

Six steps to successful investing:

1.     Accept the price
2.     Beware of market gurus
3.     Control your costs
4.     Spread your risk
5.     Be disciplined
6.     Stay Balanced

If you need help with your investments or finances generally, book in for an obligation free 20 minute discovery call with me, call 0403 026 800 or email We’ll set aside some time, and we’d love to answer any questions you have. No pressure whatsoever, let’s see if we are a good fit and if there is a basis for us to work together.



This represents general information only. Before making any financial or investment decisions, we recommend you consult a financial planner to take into account your personal investment objectives, financial situation and individual needs.

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