Step 3
Financial goals
Understand exactly what you want to get from investing.
Step 3 is to help you clarify your financial goals: perhaps you want to plan for retirement, save for a house, or build a nest egg for your children.
Understanding goal setting
Investing to meet goals
You may have a number of reasons for investing and growing your wealth. We explore financial goals and the factors you need to consider with each.
Core Content
Investing for growth or for income?
07/01/2022
Video
Core Content
How can I invest and retire…
07/01/2022
Video
Investing across generations
Age is not a reason to put off investing. In this section we explore some of the different approaches.
Life stories
A range of investors talk about their experiences, including some highlights from the Steps to Investing YouTube show.
Core Content
Ken
07/01/2022
Video
Key concepts
The key bits of (unavoidable!) jargon used in this Step, busted!
Topics that we cover in Steps 3
- Understanding goal setting
- Investing to meet goals
- Investing across generations
- Life stories
- Key concepts