Direct investing journey

Step 1: Plan

The first step to direct investing is to plan your investment strategy.

Here are resources available to help you build your financial plan.

Financial planning for retirement

For a better retirement plan, start planning now  

What do you see yourself doing once you’re no longer tied to a work schedule?


Create the right investment plan

Create the right investment plan


Learn how you can create your own investment plan that’s right for you.

Go to the next stage to explore the investment and account options available to you.