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Free download: Building a portfolio

Learn how to choose the investments that are right for you, your goals and your investment timeline

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Build a robust, low cost, effective financial portfolio

Our Chartered Wealth Managers bring their collective wisdom together in this accessible guide to building a portfolio.

What you'll learn

  • How to invest at low cost, and achieve your short and long-term financial goals
  • The 5 factors you need to consider when choosing any investment
  • AES International's model portfolios
  • The 5 tips for choosing funds and building a portfolio
  • How not to be sidetracked by emotions and the opinions of others
  • How you can do-it-yourself as an investor

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