step 1

Get the right help

If you’re prepared to take your first steps into the investment world, it can pay to speak to someone with a wealth of experience. Knowing how to avoid the pitfalls of investing can save you both time and money.

At Greater Bank, we’ve been helping customers successfully invest in property for over 70 years, and we’ve partnered with Bridges to provide expert Financial Planning. Getting in touch with us will help you put your best foot forward.

step 2

Define your strategy

Once you speak to an expert, you need to define what sort of investment best suits your needs. What is your appetite for risk? What sort of timeframe do you have in mind? What will your initial outlay be?

With these questions answered, you’ll be able to decide whether investing in property, term investments, cash management trusts, allocated and super pensions, managed funds, shares or share trusts is right for you.

step 3

Be prepared to diversify and budget

Once you and your Financial Planner arrive at the best strategy to suit your needs, you need to be aware that flexibility and agility are the investor’s best friend. Be open to suggestions from your Planner as market conditions change, and a good Planner will be receptive to your suggestions as your needs change.

Also, having discipline when it comes to budgeting will help you stay aware of how you spend your money. Budgeting is an important part of planning for your financial future – every little bit adds up!

step 4

Protect your investment

  1. Find out more about Property Insurance

    Once you’ve set up your investments, it makes good sense to protect everything you’ve worked so hard for. If you’ve invested in property, it’s important to get the proper Home and Contents as well as Landlord Insurance.

    Home and Contents Insurance

  2. Find out more about Life Insurance

    You shouldn't forget to protect your most important asset: yourself. Don’t leave your family vulnerable to the unexpected – speak to Bridges about their range of Life Insurance and Income Protection Insurance.

    Life Insurance