Investing for Life is about generating long-term income to meet your lifetime needs.
We provide tools and information to help you make decisions about financing your desired lifestyle, while addressing your lifetime risks.
Investing for Life focusses on the rest of your life, regardless of your age. The tools are relevant to people of all ages, whether you are 20 or 90, or anywhere in between.
Lifetime strategies cover many years – possibly several decades – and avoid the mistakes of short-term investment strategies which focus on yearly returns.
The three steps to Investing for Life are:
1. Investment Goals and Strategy
Having the wrong investment goals is the most common reason for investment mistakes.
How does your age and life expectancy affect your investment goals and strategy?
How does inflation and cost of living increases affect your investment goals and strategy?
What else needs to be considered?
2. Investment Strategy & Assets: The Evidence
What evidence is available on various investment assets and how they fit into a long-term investment strategy?
3.How to Create a Suitable Portfolio
How can you create a portfolio which is evidence based and achieves your lifetime goals?