10 Investment Principles for Success

At TAG, we don’t believe in get rich quick schemes and we don’t have magical investment formulas. Our 10 investment principles are based on years of experience and successful implementation which we use for ourselves and with our clients.


1. Have a plan and set some goals

2. Establish your timeframe

3. Determine your tolerance to risk

4. Focus on quality and be patient

5. Resist the temptation to follow the herd

6. Invest regularly

7. Understand your cash flows

8. Never over commit with investments

9. Do something, as soon as you can

10. Get advice

What Should You Do Now?

For most people, getting started is the hardest step. Here are a few actions that you can take today:


If you have any questions, please don’t hesitate to contact me or your adviser.

Leigh Jobling, CPA
Partner, Investment Advisory & Wealth
TAG Financial Services


Disclaimer: The information contained is general in nature. Professional advice should be sought before acting on any aspect on this page. Financial planning services provided by TAG Financial Advisors Pty Ltd (ABN 77 154 205 017 AFSL 415632), a wholly owned subsidiary of TAG Financial Services Pty Ltd (ABN 67 075 374 686).