Education

Our aim is to empower you to achieve your financial objectives. We help you to do this through the development of your financial strategy and also by providing education, advice and support.

So, before you start investing it is important that you have some basic knowledge of the investing process. To help you develop an understading of investing and investment products, The Investment Collective has developed a library of articles in an easy to read format.

If you would like additional information not provided in the articles below, please contact one of our advisors.

Section	Articles
Why financial planning?	Understanding Fees Care needed in picking your Financial Planner What a good Financial Advisor can do Going to see your Financial Planner Financial planning update
Identify your goals	Identify your goals
Increase your knowledge	Get the knowledge What is money? Who’s who in the Zoo? How safe is your money? Understanding investment terms Superannuation is not the only money option Property - Riding the waves
Plan your strategy	Types of investments Sage advice Bear Market Diversifying your investments Buying and selling shares Choosing an investment Establishing your risk tolerance
Choose your entities and investment structures	Choose your entity
Select your investment types	Select your investment types
Reviewing risk	Understanding Risk Establishing the safety of investments Risky strategies
Review your taxation planning	Salary sacrifice
Review as your life changes	Preparing for retirement
Planning for business succession	Succession planning for small business Questions to ask when considering succession planning
Estate planning	Don’t leave estate planning to chance!

The Investment Collective

Our Duty is your Future ®

Education