9 4 Investing What do we mean by ‘authentic investing’? Simple. It means smarter, more sensible investing. It means investments built on sound financial stewardship, it means never speculating to accumulate, and it means understanding the relationship between risk and return. This is the engine room of your Wealth Plan, that is, your financial future, so having an authentic investment strategy is absolutely essential for what comes next. By allowing the markets to do the heavy lifting – owning a well-diversified global portfolio that fits your needs, being patient and remaining disciplined through all market cycles – you give yourself, with the continued guidance of a trusted Financial Planner, every chance of success. Authentic, evidence-based investing will provide you with every chance of having a successful investment experience and outcome. This approach guarantees you can capture most of what is available by owning systematically managed funds. 16 Jonathan M. Gibson CFP™, Chartered Fellow (Financial Planning) www.wellsgibson.uk
Wells Gibson Creating Financial Peace of Mind Page 15 Page 17