Is managing your own investments a false economy?

Most DIY investors fail because of behaviour, not knowledge.

In this video, Ross speaks with David Abel from Vision Dental Wealth about the reality of DIY investing. While some individuals may succeed, most fall into common traps like emotional decision-making, poor timing, and missed tax opportunities.

Using a powerful comparison between financial planning and dental care, David explains why professional expertise matters when it comes to protecting long-term wealth.

They cover:

• The biggest mistakes DIY investors make
• Why emotions ruin investment returns
• The impact of tax planning on wealth
• Why financial planning is an ongoing process

If you’d like help building a smarter, tax-efficient financial plan, book a free consultation with our team.