Learn how to start and what to consider during the Investment Planning phase.
Examine some of the different investments you could consider when investing.
Understand the importance of diversification and how to reduce risk.
Learn about various investment strategies you could use and gain an understanding of those you should avoid.
Discover and learn how to deal with the common psychological barriers that most investors face.
Explore how to put what you’ve learnt into practice.
Utilise the tools and resources that InvestSMART offers.
“I have read a lot of investment and personal finance books, but The InvestSMART Bootcamp has been by far the most useful in terms of how to get started and put together a simple but solid investment plan and strategy. Very highly recommended.”
“Although I have owned some shares for many years it is only since starting our SMSF in 2007 that I have been actively involved in managing a portfolio. I found the course content well set out with some of the early modules giving me the opportunity to revise and improve my approach. The content of the strategy and psychology modules I found particularly helpful”
“I found the course a useful tool to confirm or otherwise how much I actually do know about investing. As it turned out I did already most of it so it gave me confidence at least. It would be very helpful if you're starting out and know very little as it explains things simply. What I really like is that both you and Evan seem very genuine and approachable and are able to explain things in a comprehensible way. I use the Portfolio Manager already and find it a very comprehensive and an invaluable tool as I have two separate portfolios to keep track of. I really liked the "bucket" concept to explain things too. Thank you for doing this and keep up the great work”
“Really enjoyed Bootcamp, informative and helpful with access to great resources and tools”
“Easy, clear & concise. A beginner can follow each step as it built”
“Excellent course. Good mix of styles and content and I/S products for examples.”
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Building the right Investment PlanFinding the right portfolio
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Set Financial Goal
Understanding your time horizon
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Understanding your time horizonAnswer some simple questionsFind the right portfolio for you
Time is the most critical aspect of investing. Before continuing you need to consider what is your investment goal and how long before you wish to achieve it.
The shorter your timeframe the more conservative you should be with your investments.
The longer your time horizon the better your portfolio is able to weather the short term ups and downs and reap the rewards of generally higher markets returns long term.
Information you provide will help filter our investment solutions so that we can provide general advice on which product may be appropriate. This is not personal specific advice and you should consider if the investment solution is appropriate for your personal objectives, financial situation and needs.