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Investor toolkit

Help with the investing essentials

Page reading time: 10 minutes

Whether you're starting out or looking to tune up your knowledge, the investor toolkit helps you get across the investing essentials.

This toolkit:

Investor toolkit

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Create your reference list (Step 2 of 2)

Based on your profile, we suggest the following customised reference list.

Get serious about building wealth

Don't put it off any longer. The sooner you start to invest, the sooner you'll reach your lifestyle goals.

Stay informed - don't fall behind

Managing a portfolio of investments can be very satisfying but can also throw up some challenges.

Investment success needs good planning

If you're managing your own investment decisions you need a well thought out plan. Outline your goals and set your strategies for achieving them.

Know the investment essentials

Don't know where to start? Arm yourself with good intel and be prepared to learn about concepts such as diversification.

Diversify your investments

We've all heard the saying 'don't put all your eggs in one basket'. Diversify by spreading your money across different investments. This protects you against one investment having a large loss.

Avoid investment pitfalls

Being aware of scams and knowing how to spot a bad investment.

Investing for short-term goals

Investing to fund a holiday, home deposit or car? Having a specific goal can be a great motivator.

Check your adviser

Whether you've just met with your adviser or you have a long relationship, check their details on ASIC's register and know what questions to ask them to get the right advice.

Know how financial advice works

Know what to expect from an adviser and how they operate so you can get the most out of the experience.

Understand complex investments

There's no substitute for knowledge when it comes to investing.

Manage risk through diversification

There is risk in every investment. Successful investors understand the main types of risk that can hit their investments and how to manage it through diversification.

What investments are you interested in?