The pandemic has been as much a stress test on personal financial plans as it was on the global economy. Even though most investors say they’ve not been directly affected by the financial squeeze that many have felt during the pandemic, those surveyed say there are clear take-aways from Covid.

1. LESSONS
LEARNED FROM
THE PANDEMIC
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@inspiredmoney
HINDSIGHT IS 20:20
EXTRACTED FROM THE NATIXIS 2021 GLOBAL SURVEY OF INDIVIDUAL
INVESTORS - THE NEXT NORMAL

2. 43% Keeping my spending in check
30% Having an emergency savings
PERSONAL FINANCE
inspiredmoney.com.au
2/4
@inspiredmoney
(e.g. Life insurance, will, long-term care, etc.)
account
43% Having an estate plan
23% Understanding the role I play in
my household's entire financial
picture

3. 25% Understanding risk in my portfolio
29% Avoiding emotional investment
INVESTING
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3/4
@inspiredmoney
decisions
24% Rebalancing my portfolio
15% Weighing the tax consequences
of my investment decisions

4. COMMENT
WITH YOUR LESSONS
LEARNED
@INSPIREDMONEY inspiredmoney.com.au
5/5