Our team’s financial resolutions for 2026: A Guide to Successful Investing
The start of a new year is a practical moment for investors to reassess their goals and adjust strategies for the road ahead. Here's a look at the resolutions set by our team members for 2026, offering insights into their personal financial journeys and strategies.
Shani Jayamanne, Director, Investment Specialist
Shani's resolution is to lean on more professionals. As her investing situation has become more complex, she's acknowledging the need for expert advice. With an Employee Share Plan, marriage, and new assets, Shani believes professional guidance will open new opportunities and provide peace of mind. Her latest articles for Morningstar can be found here: [https://www.morningstar.com.au/insights/author/77355X5PQV3SQUPKQJGEASJYGE/shani-jayamanne].
Mark LaMonica, Director of Personal Finance
Mark, a non-believer in New Year's resolutions, focuses on 5-year financial goals. His primary objective is to achieve passive income by age 50, and he's on track to achieve this goal two years early. For 2026, he's committed to hitting his savings target and increasing his income. Consistency and patience are key to his wealth-building strategy. Mark's latest articles can be found here: [https://www.morningstar.com.au/insights/author/mlamonica/mark-lamonica].
Simonelle Mody, Associate Investment Specialist
Simonelle's 2025 resolution to cut unnecessary expenses and increase investment contributions has been largely successful. For 2026, her primary financial goal is to prioritize health and well-being. As she enters her 'late twenties,' Simonelle recognizes the financial implications of neglecting health. She plans to redirect a portion of her investment allocation to improve nutrition, access a better gym, and invest in occasional physio appointments. Her latest articles can be found here: [https://www.morningstar.com.au/insights/author/KKRXXLXSS54JUFTPTBJSCZ2Z2I/simonelle-mody].
Tyger Fitzpatrick, Associate Investment Specialist
Tyger's resolution is to focus on investments that provide steady income, not just growth. Initially, he leaned towards high-growth opportunities, considering income investing for later in life. However, a longer-term view has led him to recognize the benefits of starting an income portfolio early. Tyger aims to add more dividend-paying companies to his portfolio, building a foundation for the future. His latest articles can be found here: [https://www.morningstar.com.au/insights/author/TFitzpatrick/tyger-fitzpatrick].
Invest Your Way
Mark and Shani, the authors of this article, have been sharing their investing journeys and insights through a weekly podcast and articles on morningstar.com.au. Their goal is to provide independent, thoughtful analysis backed by Morningstar's extensive research. They've created 'Invest Your Way,' a book that focuses on the investor, offering actionable insights and practical applications. If you'd like to support this project, you can purchase the book from Amazon or Booktopia. It's also available in Kindle and Audiobook formats. For more insights, subscribe to Morningstar's newsletters: [https://morningstar.com.au/newsletters/subscribe?placement=articles&user_segment=indinv].
