Top 10 Principles for Successful Investing

At Holland Hahn & Wills, we have been investing clients’ money for over 30 years. In our experience, there are key principles to improve an investment experience. We plan to explore these ideas in bitesize pieces in 2023 – but if you want them all in one go, please drop us an email and we’ll send you further information!

Investing doesn’t need to be complicated, but the financial media enjoy stoking the fire of anxiety with unsettling headlines. To have a better investment experience, people should focus on the things they can control. This generally starts with building a personal plan to take into account objectives, needs and personal goals. The next stage is to build the investment proposition around this – putting the client at the top of the agenda, rather than pushing a complex financial product. The role of a financial adviser is to help the client focus on actions that add value, creating a plan, managing expenses and taxes, and helping people to stay disciplined during turbulent market conditions.

Success requires a clear investment approach based on academic research, a long-term perspective and discipline to not be swayed by friends or the media.

At Holland Hahn & Wills, we believe in creating long-term cashflow forecasts that help you make the right financial decisions. A conversation with one of our financial planners could help with these important decisions, or provide a second opinion on the way your own wealth is managed.