<a href= "https://www.getdrip.com/forms/387275210/submissions/new" target= "_blank" rel="noopener">SUBSCRIBE TO OUR WEEKLY EMAIL “GAINING CHOICE” TO KEEP UP WITH ALL THINGS FINANCIAL AUTONOMY</a>  This is the first of a two-part series. In this post we will explore what are the actual steps and mechanics involved in starting an investment portfolio? In the next post, I’ll explore how you should go about building your portfolio. I’ve been building investment portfolios for clients for 20 odd years now. What I’m going to share with you are the actual steps we use to deliver successful outcomes for our clients.

SUBSCRIBE TO OUR WEEKLY EMAIL “GAINING CHOICE” TO KEEP UP WITH ALL THINGS FINANCIAL AUTONOMY This is the first of a two-part series. In this post we will explore what are the actual steps and mechanics involved in starting an investment portfolio? In the next post, I’ll explore how you should go about building your portfolio. I’ve been building investment portfolios for clients for 20 odd years now. What I’m going to share with you are the actual steps we use to deliver successful outcomes for our clients.

<a href="https://www.getdrip.com/forms/387275210/submissions/new" rel="noopener noreferrer">SUBSCRIBE TO OUR WEEKLY EMAIL “GAINING CHOICE” TO KEEP UP WITH ALL THINGS FINANCIAL AUTONOMY</a>&nbsp; This is the first of a two-part series. In this post we will explore what are the actual steps and mechanics involved in starting an investment portfolio? In the next post, I’ll explore how you should go about building your portfolio. I’ve been building investment portfolios for clients for 20 odd years now. What I’m going to share with you are the actual steps we use to deliver successful outcomes for our clients.

How to start an Investment Portfolio – Episode 78

Plenty of books, podcasts and blogs focus on building wealth – and that’s great, as far as it goes. But focusing just on wealth misses the point. 

I believe what most of us actually want is to have choice.

Choice in how much time we give to income-producing activities.
Choice about what those income-producing activities are.
Choice about where we live.
Choice about when we retire.
Choice about the ways we use our money to produce happiness.

In the Financial Autonomy podcast, I explore the different ways you can gain choice - from investing in stocks to becoming self-employed, starting a side hustle, or buying an investment property. I share learnings I've gained working with clients for over 20 years as a Certified Financial Planner, and interview others with interesting insights or experiences in gaining choice in life.

Business

Education

Self-Improvement

Investing

Plenty of books, podcasts and blogs focus on building wealth – and that’s great, as far as it goes. But focusing just on wealth misses the point. I believe what most of us actually want is to have choice. Choice in how much time we give to income-producing activities. Choice about what those income-producing activities are. Choice about where we live. Choice about when we retire. Choice about the ways we use our money to produce happiness. In the Financial Autonomy podcast, I explore the different ways you can gain choice - from investing in stocks to becoming self-employed, starting a side hustle, or buying an investment property. I share learnings I've gained working with clients for over 20 years as a Certified Financial Planner, and interview others with interesting insights or experiences in gaining choice in life.

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How to start an Investment Portfolio – Episode 78

How to start an Investment Portfolio – Episode 78

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