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take control of your money and live a life you love


This nine-page PDF workbook will help you work out where to put your wealth as you build it.  Your Investment M.A.P. is your personalized strategy for growing wealth, and its your shield to protect you when troubled markets next arrive.   

Everyone deserves to feel smart and confident with their money.

 Everyone’s entitled to live a life they love. 

Hello, I'm Anthony

I've been a financial planner for three decades.

I’ve worked with hundreds of clients over the years, but it’s not enough. I want to empower as many people as I can, because everyone deserves to feel smart and confident with their money. Everyone’s entitled to live a life they love.

And that includes you.

Get your free WORKBOOK

What's included in this Workbook:


1. Your Need to invest

This is your rationale for why your money is invested. Think about it. Why do you need to invest this money? What’s its purpose? What is the long-term objective? How is it meant to figure into your life plans? Your rationale needs to be personal, and specific to you and your plans.

2. Your Capacity to take investment risks

This is about your financial resilience, and whether a big fall in the value of your investment could jeopardize your plans to live a life you love. So, it is essential to eliminate every financial pressure that might compel you to sell at a loss.

3. Your Tolerance of investment risks

This is the psychological bit about how you feel. Fear is the biggest factor driving people to sell at the worst possible time. So, you need to know and plan for how you will react during the next market downturn.

4. Your Asset Allocation

This is the nitty-gritty and often tricky decision relating to the chunks of your wealth you intend to invest (allocate) in the stock and bond markets. Refining the size of chunks will help you grasp the characteristics of risk and reward, specific to you, so there are no nasty surprises ahead.

Get your free WORKBOOK

Everyone deserves to feel smart and confident with their money. Everyone’s entitled to live a life they love.

© Anthony D Roberts.  All Rights Reserved.

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