Lessons

Want to challenge your thinking and learn in your own time? We ask you to spend just three minutes a day listening to some of the best experts in investing. We’ve developed a unique approach to learning about investing that will help expand your mindset about money, understand the opportunities available, and help you start to think like an investor should. Start today and learn from our collective of experts through the three areas of learning you can choose from – we suggest you start your journey with think like an investor to tap into the mindset of some of our finest wealth creators.

Lessons

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Lesson type: Think like an investor

Are you retirement ready?

Dave Rae

The decision to retire, either through the sale of a business or stepping down from a career, brings about a new set of challenges – are you ready f...

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Lesson type: Think like an investor

How do you reduce risk?

Matthew Walker

One of the main goals when investing is to aim to get a decent return, without taking too much risk. Financial planner Matthew Walker explains what ...

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Lesson type: Think like an investor

How much risk are you taking for fixed income?

Michael O'Dea

In an uncertain investment environment where interest rates are at historic lows and market valuations are unattractively priced, it’s becoming hard...

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Lesson type: Think like an investor

Are your finances keeping you up at night?

Louise Lakomy

Are you getting a good night’s sleep? Or are concerns about your finances and your future keeping you awake at night? Financial planner, Louise Lako...

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Lesson type: Understanding diversification

Are you invested in the next big thing?

Joel Fleming

Imagine if you’d invested in Apple, or Google, before they became big – what would your life be like now?...

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Lesson type: Think like an investor

The two keys to your financially successful 100-year life

Anne Graham

Our life expectancies have been gradually increasing, to the point that many us of can now expect to live to 100 or more. Financial planner Anne Graha...

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Lesson type: Think like an investor

Warning for borrowers: your lender is not your adviser

Dave Rae

More and more Australians are retiring with a mortgage. Financial planner, Dave Rae, shares his tips on what you need to do now to ensure you don’t ...

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Lesson type: Understanding diversification

How A-REITs can help you access different property sub-sectors

Winston Sammut

When most people think about property they only think about residential. The Folkestone Maxim A-REIT Securities Fund offers investors exposure via inv...

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Lessons

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