Your financial planner is in the best position to help you develop an appropriate investment plan – based on your investor profile and investment objectives.

As a starting point, the steps below might help you determine exactly what you wish to achieve from investing, and how you may achieve it:
Step 1
Use AXA’s Investor Profile to identify the most appropriate investment type for you ie growth assets versus income generating assets.
Step 2
Identify how much money you have available to invest initially, and on an ongoing basis. Check out AXA’s Budget Planner.
Step 3
Research the range of investment products available to you and identify those that seem most attractive – based on the Investor Profile results.
Step 4
If you wish to spread your money across a range of investments, identify the opportunities available to you, ie direct investments, managed funds, direct property, property trusts etc.
Step 5
Book an appointment with your financial planner to discuss your needs and allow your planner to professionally map-out an investment plan for you.