How to become a Successful Investor in 8 Steps

Shifting away from the mindset of a consumer or speculator (guessing on stocks or fund managers) to an investor can be illustrated in 8 steps. Key is managing risk and getting your best possible return at that level of risk.


These 8 steps are a great start and part of our mission to reduce finance anxiety by increasing the level of financial literacy.

After a period of self discovery in his early 30s exploring topics from Financial Planning to Meditation, Dave asked himself why he only now discovered some of the key critical ideas that lead to a happier, more purposeful, less stressful life. In short more successful.Why wasn’t this taught earlier? He had given away his time in his 20s cheaply. He is determined help others fast track their way to success through coaching, blogging and courses in the academy.He reads extensively and is coached by the best, this is coupled with life experience and degrees in Financial Economics, as well as being a Chartered Accountant.See what he is doing now -

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