Invest Your Way
A book by Mark LaMonica & Shani Jayamanne, hosts of Morningstar Australia's Investing Compass podcast.
A book that focuses on the investor, instead of the investments. Your guide to successful investing, with actionable insights and practical applications.
The pathway to financial freedom
Gain a new perspective on success
Throughout history, successful investors have been portrayed in certain ways. Following this conventional view of success leads investors down the wrong pathway. Learn about the actual drivers of investing success.
Create a personalised plan to achieve your goal
Too much financial commentary focuses on investments rather than the people investing. There are too many aspirational messages that lack the practical steps to put a plan in action. We outline a step-by-step approach to achieve your definition of financial freedom.
Learn from our example
Successful investing depends in large part on self-reflection, on understanding yourself and what you want from life. Mark and Shani outline their personal experiences to illustrate the process every successful investor needs to go through even if your conclusion about what success looks like differs from theirs.
Buy Invest Your Way Book
Meet Mark and Shani
Mark LaMonica
Director of Personal Finance at Morningstar
Mark’s father's banking career meant Mark moved around a lot as a child, from Taiwan, Hong Kong and San Francisco to Sydney's eastern suburbs. He spent his high-school years in New York. From an early age he saw investing as just something people did. He was gifted his first shares when he was seven and bought his first shares as a young teenager. He thought it was natural that people understood how to invest and were comfortable doing it. This worldview was challenged in early adulthood after his parents divorced and his highly educated and accomplished mother was consumed by fear and confusion about what to do with her money and whom to trust.
Shani Jayamanne
Director, Investment Specialist at Morningstar
Shani migrated from Sri Lanka with her family to Sydney's western suburbs when she was a child. Her family made sacrifices to give Shani opportunities and she stretched herself to take advantage of them.
Investing wasn't a topic of conversation when she was growing up, and it wasn't until she was an adult that she started to think of investing as a means of transforming her life. She learned this early in her career by observing clients of the prestigious fund manager where she worked. As she gained confidence and knowledge she decided she didn't want to be the only beneficiary of the insights she was accumulating. She wanted to help the people who didn't know the pathway she was on even existed. People who didn't think investing was for them. Shani made her first investment at 23.