SlideShare a Scribd company logo
LESSONS
LEARNED FROM
THE PANDEMIC
INSPIREDMONEY.COM.AU 1/4
@inspiredmoney
HINDSIGHT IS 20:20
EXTRACTED FROM THE NATIXIS 2021 GLOBAL SURVEY OF INDIVIDUAL
INVESTORS - THE NEXT NORMAL
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
25% Understanding risk in my portfolio
29% Avoiding emotional investment
INVESTING
inspiredmoney.com.au
3/4
@inspiredmoney
decisions
24% Rebalancing my portfolio
15% Weighing the tax consequences
of my investment decisions
COMMENT
WITH YOUR LESSONS
LEARNED
@INSPIREDMONEY inspiredmoney.com.au
5/5

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Key financial lessons in the pandemic.pdf

  • 1. LESSONS LEARNED FROM THE PANDEMIC INSPIREDMONEY.COM.AU 1/4 @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 inspiredmoney.com.au 3/4 @inspiredmoney decisions 24% Rebalancing my portfolio 15% Weighing the tax consequences of my investment decisions