Question 1
What is the reason for your investing? What do you want to achieve from your money? Are you investing to replace your income? Are you going to continue working for few years, hence income is not essential at first, but rather in few years’ time.
Question 2
Do you need access to your money? Or can you put funds away for a longer investment term.
Question 3
Do you want to have control over investing, or you are happy to give it away?
Question 4
Is superannuation an investment option for you or not?
Question 5
How much of asset and income security do you need in comparison to making your money grow, even if this means accepting some ups and downs in returns from year to year.
Question 6
Is Age Pension an option for me, and if yes when and what should I do with my investment plan to maximise Age Pension?
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Katherine Isbrandt of About Retirement
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Email: hello@aboutretirement.com.au
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