Page 38 - Waterfall City Dec 2023_Jan 2024 Issue

Waterfall City News

SHARES

The most important building

block of a lasting financial legacy

By Wendy Myers, Head of Securities, PSG Wealth

T he investment landscape is ever-changing Building a nest egg

Investing in shares allows you to build
and extremely dynamic, but those who are
a substantial nest egg over time. By
prepared to take the time to understand the
basic principles and different asset classes
stand to gain significantly over the long-term. strategically selecting quality companies to
invest in for the long-term, and managing
your portfolio effectively, you can grow your
Cash, bonds, unit trusts, exchange-traded funds wealth and work towards achieving your
and shares are the common building blocks for long-term financial goals.
investors to consider, and each contributes
towards portfolio performance in a different Providing independence and
way. flexibility
Investing in shares provides investors with
For investors looking to leave a legacy for financial independence and flexibility. It
the long-term, however, shares are the gives you the freedom to make decisions
single building block that has historically based on your investment preferences, to
proven to deliver. In this article, I outline six adapt your portfolio to changing market
key benefits of investing in shares to create a conditions, and to generate income through
lasting legacy. Wendy Myers, Head of Securities capital growth and dividends.

36 Waterfall City Issue 12 2023/Issue 1 2024