14 Steps to Lifetime Investor Success

Chris Broome – Chartered Financial Planner

Put simply, follow these 14 steps and with a fair wind you’ll be a successful lifetime investor.

Longhurst - Fiduciary Financial Advice
  • Pay off all nonsense debt
  • Take control of your expenses
  • Build an emergency fund (3-6 months income)
  • Insure yourself against bad health disasters
  • Pay yourself first
  • Invest regularly, as soon as you are paid, and more than you think
  • Invest wisely (global equities aka The Great Companies of the World)
  • Utilise tax allowances and reliefs
  • Have a financial plan and update it annually
  • Never, ever, react to the markets
  • Ignore the market noise
  • Understand market volatility, and if still a saver, embrace it
  • Stick to the plan
  • Smile. Enjoy life. It’s not a rehearsal.