Investor Capability

Follow the investing journey of Grace and Dave, a young Christchurch couple, as they take the first steps on their investment journey. They established their first-ever portfolio with a hard-saved $10,000 in July 2021, prompted by the desire to save a deposit for a home.

It is important to know that NZSA does not endorse any of the companies or funds highlighted in any of the scenarios below. ‘Grace’ and ‘Dave’ are fictional characters; any resemblance to any person, living or deceased, is not intentional. ‘TradeDoor’ is not an actual share trading platform.

The commentary in this article is for information and/or commentary purposes only. It is not an offer of financial products, or a proposal or invitation to make any such offer. It is not financial advice and does not take into account any real person’s individual circumstances or objectives.