Information about SAVING and
INVESTING in New Zealand.......

Contact Us

Stuart Scott
SavingWorks (NZ) Ltd
5 Rupi Court, Mt. Wellington, Auckland 1072
Email: stuart@savingworks.co.nz
Phone: (09) 527 8449
Mob: 0274 901 884



Investment Strategy

 

Strategies include diversification, asset allocation, a sell discipline and cost control.

A successful investment strategy is based on four principles. These areInvestment Strategy

1) An Assett Allocation Model

2)  Adhere to a Sell Discipline. Cut your losses.

3) Understand Diversification

4) Always Look to Minimize Investment Expenses and Taxes

 

 When setting up an investment  portfolio we only need to answer the big questions -  ones that we can take action on no matter what’s happening in the markets - like:

These four principles are discussed in more detail in my white paper.

 CLICK HERE If you would like a copy of my White Paper  -  'The 4 Pillars of Investing: Don’t End Up as Stock Market Road Kill  '