Cheetham Jackson - Smart Investment

CHEETHAM JACKSON 00 Over the years, we’ve met many investors looking for the secret to successful investing. The simple truth is this: if there is a secret, it’s been very well kept. Just as we all want the perfect investment, we know in the real world there is no such thing. Our experience has taught us that the foundations of successful investing are simple, yet profound; they are: A. Define your financial goals B. Be patient C. Be disciplined Most successful investors make their money over time, not overnight. Gambling, speculation and unnecessary risk-taking belong at the roulette wheel and cannot be part of a sound, sustainable, successful financial plan. Although each successful investor is unique, and their plans are as individual as they are, we’ve found they all seem to follow the same set of guidelines, or ‘rules’. At Cheetham Jackson, we have selected the essential elements of successful investing and have come to trust and believe in them as part of our ‘core’ beliefs.We hope you will find these ‘Rules of the Road’ to be helpful to you as you consider your own personal financial plan. Contents The Problem Change 2 Poor Service 3 High Charges 4 Poor Advice 6 The Solution Goal-Setting 7 Implementation 9 Diversification 10 Cut Costs 12 Patience And Discipline 13 Review 14 Why Cheetham Jackson 16 Welcome