MARKETING MATERIALS LIBRARY

MARKETING MATERIALS LIBRARY
 
Investing For Income
 
Document Name Audience Type Product Code Updated
Up to now, your investment focus has probably been on capital accumulation. You've likely seen your savings rise in value over a number of years, with interest, capital gains or dividends compounding to accelerate growth.

In contrast, investing for income taps into the earnings potential of your current investments. Your new focus will be on cash flow, and on investing conservatively to ensure that your nest egg will produce a cash flow for as long as you need it.

What determines the right approach? Many things. The following points will likely come up in your discussions with your financial advisor:

1 Your goals
2 Your risk tolerance
3 Your monthly income requirements
4 Your desire to pass on wealth to family members
5 Your need for tax-efficient income

This guide provides investors with some background and insight into generating income from a portfolio.

Document Type: Guides,Brochures