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Transcript

"Set & Forget Investor" · TFS WealthCast

• 0:04
  SPEAKER_00: This is the TFS Podcast where money talk gets real and financial freedom is more than just a goal.
• 0:12
  SPEAKER_00: Without further ado, let's dive in.
• 0:17
  SPEAKER_01: Today I'm gonna talk about the third type of investor I've come across over the last two decades in my in my banking and finance career.
• 0:27
  SPEAKER_01: And this one is a personal favorite.
• 0:30
  SPEAKER_01: I call them sit and forget investor.
• 0:34
  SPEAKER_01: These are the people who know exactly what they want.
• 0:38
  SPEAKER_01: They have done their research, but not just on the property or the market.
• 0:45
  SPEAKER_01: They research the professional who they hire.
• 0:50
  SPEAKER_01: They'll check their experience, their proven results, their reputation.
• 0:57
  SPEAKER_01: And once they are confident, they don't micromanage, they commit.
• 1:03
  SPEAKER_01: They are the ones who will say, You are the expert, I trust you, let's make it happen.
• 1:13
  SPEAKER_01: They are logical, efficient, and focused on outcomes.
• 1:17
  SPEAKER_01: They are not emotional about every rate change or every media article.
• 1:23
  SPEAKER_01: They are looking at the long-term returns.
• 1:26
  SPEAKER_01: And most and more importantly, they know their own limits.
• 1:32
  SPEAKER_01: They are not trying to do everybody every everyone's job.
• 1:36
  SPEAKER_01: They stick to their lane.
• 1:38
  SPEAKER_01: They let the experts do theirs.
• 1:42
  SPEAKER_01: Now that's a that's a very good marriage for investments.
• 1:47
  SPEAKER_01: Now, sometimes these investors do want to move a bit faster than we would advise.
• 1:55
  SPEAKER_01: This has happened to me many times.
• 1:59
  SPEAKER_01: And that's okay.
• 2:00
  SPEAKER_01: That shows they are engaged.
• 2:11
  SPEAKER_01: It's about the strategy.
• 2:14
  SPEAKER_01: What makes the set and forget investors successful is the quality of the team around them.
• 2:21
  SPEAKER_01: Their decisions are reviewed, backed, and guided by people who have been through these cycles seen market shifts and know how to build sustainable portfolios.
• 2:35
  SPEAKER_01: So they're high experienced people.
• 2:39
  SPEAKER_01: So if you are someone who values time, structure, and smart delegation, if you want to grow your wealth without having to live and breathe property every day, then this is a model that works.
• 2:57
  SPEAKER_01: At our office, or even in my uh uh past career, I have dealt with these types of investors quite a lot.
• 3:08
  SPEAKER_01: Some of my team members say this is the ideal uh client for promo because I these types of investors also help me to do my job well.
• 3:21
  SPEAKER_01: Now I respect them because they respect me.
• 3:26
  SPEAKER_01: That's why I believe these investors succeed better than most.
• 3:34
  SPEAKER_01: If that sounds like you, let's have a chat.
• 3:38
  SPEAKER_01: We'll build the strategy and you can get back to what matters most while your investments do the work.
• 3:47
  SPEAKER_01: Thank you very much.
• 3:49
  SPEAKER_01: Have a great day.
• 3:50
  SPEAKER_00: Thank you for tuning in to another episode of the TFS Podcast, where we turn knowledge into action and big goals into real results.
• 4:00
  SPEAKER_00: Now, don't forget to like and subscribe and share this episode with someone working towards their next financial step.
• 4:10
  SPEAKER_00: Now with that being said, until next time, keep building.