Investment Strategies

To invest successfully, you need to establish investment goals. Having a clear understanding of your goals will help you select the most appropriate investments.

There are a number of goals you may want to achieve from investing, but they're likely to fall into one or both of the following areas:

1. Capital growth: building and protecting your money

Planning your investments may help your capital to grow at a real rate (after fees, tax and inflation) so that you'll be able to buy more in the future than you could if you spent your money today.

2. Income generation: receiving an income

You may reach a stage in your life when you wish to live off your capital. Typically, this is when you retire and you want your capital to support your lifestyle.

Short vs. long-term goals

You may have a mixture of short, medium and long-term goals. As investments vary in risk and potential return, you need to understand your goals and match your investments to these goals.

The Tynan Mackenzie investment principles: 

  • diversify across a variety of asset classes, investment styles and assets
  • invest for the long term
  • set yourself investment goals and pay yourself first
  • take advantage of tax-effective structures

 

 

 

 

 

 

 

 

 

 
 
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