WEBINAR: The Secret to Successful Investing

What is the secret to successful investing?

Ever wondered why some people manage to build wealth and invest successfully, while others just don’t?

Ever wondered what to invest in, or how to make the right investment decisions?

In this videoThe Secret to Successful Investing, Finn Kelly, our Chief Investment Officer covers the following:

  • Taking action and making a start,
  • Identifying your goals and values, and tying your investment strategy to this,
  • Maintaining simplicity over complexity,
  • The incredible benefits of compound interest.

Today’s topic is an interesting one that was brought up after our last webinar. It’s all well and good to learn about different investments, but what is the right investment for me and what is the secret to successful investing?

Investing used to be about having the right information, but these days we all have access to information. So, what makes some people great investors? How did Warren Buffet get to where he is now?

Finn Kelly talks us through the first secret, starting with your goals and values, simplicity over complexity and the next steps.

Key takeaways:

  • Take action
  • Do something
  • Start small, but start
  • There’s no one, perfect investment. If there was, everyone would be doing it!


If growing your wealth, developing a better relationship with your money, or getting out of debt is important to you this year, take advantage of our FREE Strategy Session to get you started.



Disclaimer: all information contained within this article is of a general nature. Do not rely upon it when making financial decisions. Please consult a professional financial advisor or planner (like us!) before acting.