Licensed Custodian, Dealer and Financial Adviser.   CPFIS Registered Investment Administrator

If you're a novice investor -- or you're looking to brush up on a specific investing concept -- this is the place to start. We've tailored this section to give you the investment foundation that you need. 

We believe it is important that you first acquire this knowledge, because only then would you be able to take charge of your own financial planning and be great at managing your financial wealth. 

Those of us here at Fundsupermart believe passionately that unit trusts are the best investment instruments to help achieve our long term financial goals. So here, we'll show you the basics of financial planning, tutor you on the finer points of unit trust investing, and help you make better investment decisions!   

Getting Started

  The first and often the hardest part about starting, is getting yourself to the starting line.

  • Knowing yourself
  • Knowing your committments
  • Setting your goals
  • Being disciplined

  • Basics of Investing

      An introduction to the basic language and tools used in investing.

  • Types of Investments
  • - Stocks
  • - Bonds
  • - Money Markets
  • - Unit Trusts
  • The hidden costs

  • Investing in Unit Trusts

      It's a unit trust jungle out there. Here's how to create a simple portfolio that works.

  • Unit Trust terms
  • Risk classification
  • Determining your risk levels
  • Picking the right fund
  • Picking the fund manager
  • Investing strategies
  • More strategies
  • The Best Strategy of all
  • Forming a portfolio
  • When to sell
  • Rules to live by

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