Page 39 - Waterfall City Dec 2023_Jan 2024 Issue

“The individual investor should
act consistently as an investor
and not as a speculator.” support your desired lifestyle. Dividends from profitable
companies can provide a regular income stream that
complements other sources of income and supports your
Dividends are reinvested in the market, which provides you financial goals.
with the added benefit of generating compounding growth
in your portfolio. Looking after loved ones
Shares can also be a means of looking after your loved ones.
Creating a legacy By strategically investing and managing your portfolio,
Shares offer the opportunity to create a lasting legacy. By you can build wealth that can be passed on to your family,
investing in companies that align with your values and providing them with financial security and opportunities for
long-term vision, you can leave behind a financial legacy for the future.
future generations and support causes that are important to
you. While establishing an initial financial plan is undoubtedly
important, the significance of regular meetings and
Providing comfort through life changes communication with a qualified financial adviser cannot be
Investing in shares can provide comfort during changing understated.
circumstances in life. Your share portfolio can serve as a
stable financial anchor, helping you to weather economic Whether you already have an existing portfolio, wish to start
fluctuations, achieve stability during career transitions, and one, or have inherited shares through an estate, a financial
navigate personal life changes with confidence. adviser can assist you in ensuring your direct shareholdings
are robust and aligned with your desired outcomes, and can
Providing income to support your lifestyle help you structure your portfolio optimally to ensure you are
A well-managed share portfolio can generate income to well positioned to achieve your long-term financial goals.

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