The 3 P’s Of Investing

Yves SchoofBusiness

Uncertainty is an escapable part of investing.

However, there are things you can do to give yourself the best chance of making good investment decisions.

These include:

– having a philosophy to guide your choices,

– having a plan for getting to your goals; and

– having a process for dealing with the unexpected.

Of course, none of this ever makes uncertainty go away, and there’s no guarantee that markets will react as you expect.

But you can ensure your behaviour doesn’t get in the way of good outcomes.

In this month’s blog, we have referenced 2 articles that clarify how to establish your investment philosophy and highlight the importance of planning

Establishing an investment philosophy

The importance of planning

 

Please reach out if you have any questions about your portfolio.

Yves Schoof
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Yves Schoof

Author | Specialist Adviser for Medical Specialists and Surgeons at Affluence Private Wealth
I specialise in managing and coordinating the financial affairs of medical professionals and have been recognised as one of the best financial planners in Australia. I am a Certified Financial Planner and member of the Financial Planning Association of Australia.

As I understand your time is extremely valuable and scarce, I am able to offer flexible meetings times, including outside business hours and during the weekend. I can even come and meet you somewhere convenient, or talk via videoconference on Skype.

My first consultation is free. I allocate up to 90 minutes to discuss your personal circumstances and to establish how I may best assist you. Where you already have an existing adviser, I would be happy to offer a second opinion. I always quote a fixed dollar fee before we start working together.

Please contact me on yves@affluenceprivate.com.au or call me direct on 0432 885 295. You can follow me on Twitter @YvesSchoof or connect with me on LinkedIn to receive new articles.

DISCLAIMER
Yves Schoof and Affluence Private Wealth are Authorised Representatives of Synchron, AFS Licence No. 243313. 

The information posted is intended to be general in nature and is not personal financial product advice. It does not take into account your objectives, financial situation or needs.
Before acting on any information, you should consider the appropriateness of the information provided and the nature of the relevant financial product having regard to your objectives, financial situation and needs. In particular, you should seek independent financial advice and read the relevant product disclosure statement (PDS) or other offer document prior to making a decision.
Yves Schoof
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