Despite what we have been conditioned to believe, successful investing should NOT be about outperforming a particular financial index or your friend or neighbour. Investing is personal in nature and therefore success will vary from person to person.

The probability of succeeding when investing however rises significantly if you set yourself goals and regularly track your progress. Striving for an end goal can help you keep focused on your financial future and avoid the constant noise in the background.

Obviously, we all have different goals. Some of you may be saving for your first home or your first investment property. Others may be investing to ensure there is enough financial security to enjoy a lifestyle well-earned in retirement.

Whatever your goals may be, it is important to set a personal plan to help you achieve these goals and then your investments will suddenly have a purpose.

At Convergence Wealth, goal setting is an important ingredient when we are customising a portfolio and investing for our clients. There may be many paths we follow to support the investment process, but one thing is certain, we keep you front of mind to help you control your financial future.

Hence, our motto: Convergence Wealth – many paths, one destination!

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