Basic investment concepts
Helping your clients be aware of some basic investment concepts can be a key part of your discussions to ensure they understand the importance of choosing an appropriate portfolio of investment funds that will match both their risk appetite and their financial goals.
Here we provide some easy to read brochures you can share with your clients which delve a little deeper into a few of the important aspects of investing, such as the benefits of unit cost averaging for regular savings investors to remaining invested during periods of market volatility.
A beginner's guide to investing
Whatever your clients are saving for, it is important to ensure that their hard earned savings are working for them. Investing wisely can be a way of achieving their long term financial goals sooner. Our Beginners guide to investing brochure aims to equip your clients with the knowledge to get them started.
Build diversification into your portfolio
Diversification, in investment terms, is the practice of spreading risk across several different asset types to reduce the likelihood of a large loss in your clients portfolio should one asset or sector suffer a sudden drop in value. Our Build diversification into your portfolio brochure explores this in more detail.
