IN THE SAVVY INVESTOR PROGRAMME YOU LEARN HOW TO...
UNDERSTAND INVESTING SUCCESS FUNDAMENTALS
- Learn the fundamentals of Investing.
- The key concepts you need to apply in your Investing.
- The 7 Success Principles you’ll be applying to make your Investing a huge, wealthy success.
CREATE YOUR SAVVY INVESTMENTS
- Get your Investing “kitchen” set up so you have all the tools you need to maximise your investment returns and manage your investments easily and effectively.
- Get your kitchen set up – this is the online broker platform where all your Investing happens.
- Discover the different Investing pots available to you, the opportunities and limitations of each and you’ll know which to use for what purpose to minimise tax, maximise returns and achieve your wealth goals.
- Learn the Core Investing recipe – the base recipe that you’ll apply across all your investing pots to ensure your financial freedom success.
MANAGE YOUR INVESTMENTS AS THEY GROW
- Determine your wealth goals and define the different dishes you want in your Financial Freedom Feast to serve your short, medium and longer term financial needs.
- Design your investment portfolios to create each of these wealth dishes knowing what ingredients you need and which investment pot to use.
- Evaluate any investments you already have and know what to do with them and how they contribute to your feast requirements.
- Select your investments to go into each portfolio.
- Learn how to manage your pots, calculate the performance of your investments and how to tweak and refine your portfolios to ensure you achieve your wealth goals.
- Understand how to feed off your pots, which pots to feed off and in what order and how to do it in a way that keeps your investments healthy and growing while you take an income.