Know yourself

Your investment strategy

Before you start investing, take the time to develop a personal investment strategy. Many people will want to do this with the help of one or more qualified professional advisers. Choosing your advisers is a very important step for most investors; take a look at our know your adviser section, which has information about choosing an adviser.

To establish your personal investment strategy, you and your advisers must think carefully about your knowledge of financial markets, your financial assets, your tolerance for risk, the amount of money you plan to invest and the things you hope to accomplish through investing (your investment objectives). With those things in mind, you will be able to begin the process of selecting the right investment products and the right mix of assets to meet your financial goals.

top