When investing, it’s not just about what you invest in, it’s also about how you invest.
In this video, Seton Leggett and Ryan Synnot explain the most common investment vehicles using a simple transport analogy: different vehicles exist for different purposes, and the same is true when building an investment portfolio.
The key investment vehicles explained:
Shares
Ownership in a single company, with the potential for capital growth and dividends — but higher risk if not properly diversified.Bonds
A form of lending to governments or companies, typically providing more defensive, income-focused returns.ETFs (Exchange Traded Funds)
A simple way to access instant diversification through one investment, often tracking major market indices like the ASX 200.Managed Funds
Professionally managed portfolios that can use more active or specialist strategies, sometimes targeting specific markets or outcomes.Closed-End Funds
Long-term investments commonly used for property, infrastructure, private equity and other private assets, where capital is committed for a set period.
Where should investors start?
Ryan explains why ETFs are often the most accessible entry point for many investors, but also why the “best” investment vehicle depends on your goals, timeframe and risk tolerance.
Watch the full video to understand how each investment vehicle works and how they may fit into your portfolio.
General Advice Warning:
Any general advice on this page does not take account of your personal objectives, financial situation and needs, and because of that, you should, before acting on the advice, consider the appropriateness of the advice, having regard to your objectives, financial situation and needs. Information contained on this page was correct at the time of posting.
More Episodes
In the latest episode of Generations, Splashdown founder Glenn Preusker reflects on business success, family sacrifices, succession planning and building a lasting legacy.
As incomes grow, spending often grows with them. This discussion explores lifestyle creep, why gradual spending increases can be difficult to recognise, and how more intentional decisions can help balance enjoying life today with maintaining financial flexibility for the future.
Seton Leggett and Ryan Synnot explore how concentration risk can develop across shares, employee equity and property, and what investors can do to manage these exposures over time.
In this episode of Generations, Peter Leggett and Andrew Horsfield explore the often-overlooked connection between business, family and personal wealth planning. From separating business and personal wealth to having honest conversations with children, siblings and ageing parents, this discussion offers practical insight into how families can plan with greater clarity, intention and confidence.
Should you save first, invest first, or try to do both? In this episode of Arrow Insights, Tiffany Duncan and Kreston Leggett discuss how to balance short-term security with long-term wealth building, including the role of emergency savings, investing, inflation, and financial decision-making.
How much money do you really need to retire comfortably?
In this video, Judy Schmidt and Simon Lewis discuss the key elements of a strong retirement income plan, including how to estimate your income needs, structure your investments, use superannuation effectively, and balance today’s lifestyle with future security. It is an insightful discussion for anyone approaching retirement or wanting greater confidence around their long-term financial plan.
Latest Insights
Understand the superannuation contribution caps for 2026–27, including opportunities to boost your retirement savings through carry-forward and bring-forward rules, while avoiding costly contribution mistakes.
Investment portfolios recorded modest declines in the third quarter of 2026 amid mixed market conditions and ongoing geopolitical uncertainty. We review quarterly performance, key portfolio adjustments and the launch of our new Arrow Accelerated Growth allocation, designed for investors seeking greater long-term wealth accumulation.
A successful business can create significant wealth, but relying too heavily on one asset can leave your financial future exposed. This article explores why building personal wealth beyond the business is essential for long-term security and freedom.
Arrow Private Wealth reflects on an inspiring evening with the Royal Flying Doctor Service, celebrating its vital work across remote Australia.
Learn how clear communication and careful planning can reduce family tension and help protect relationships when passing on your estate.
This Q2 2026 investment update reviews the strong recovery across global markets, key portfolio adjustments, and performance across major asset classes, while outlining a measured approach to managing elevated valuations and geopolitical uncertainty.