Twenty-four year old Ben Simon's parents had taught him early in life you can make the future you want, anyway you want it, as long as you are prepared to think outside of the square and take action. For Ben, this means being a young investor.

The average New Zealand University graduate comes out of his or her degree owing a daunting $16,731* and spends years paying it back. Ben is not your average graduate.

Ben was aware that at his age he could take on a little risk in order to earn a higher return. Recognising this trait and Ben’s strong desire to get ahead, Prestige Equity worked with him to develop his investing acumen and recommend suitable investments. They achieved balance against the more high-risk Australian stocks they selected, with a diversified portfolio of more conservative investments, including some NZ high-yielding blue chips.

Like other clients starting out, Ben recognises that it is really important to work with an experienced Investment Adviser who understands his goals and risk profile, and who can advise as to ‘how much risk is too much risk’.

Sandra White, Designer
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