07 3262 6585 Book a time

Picture Book · Investing

Tending the garden: rebalancing

Story pages

An older man standing proudly beside neat
Tom planted a garden with a mix he chose on purpose.
The same garden with one bed of plants grown huge and spilling over the others
Over time, some plants grew fast and started to take over.
Tall sunflowers crowding out smaller plants in a garden bed
Portfolios drift the same way. After a strong run, one investment can end up a bigger share than planned.
The man pruning the overgrown plants with garden shears
Rebalancing means trimming back to the mix you chose.
The man pausing beside a wheelbarrow
Selling can trigger tax and costs, so how and when to rebalance needs some thought.
The tidy balanced garden in golden afternoon light
A regular check-in, say once a year, keeps the garden looking like the plan.

The end

Want this for your situation?

Every situation is different. One of our advisers can help you work out what applies to you.

Book an appointment with one of our advisersRead the full article

Next story: Spot the scam

General advice warning. This picture book is general information only. It does not take into account your objectives, financial situation or needs, and it is not personal advice. Rules and thresholds change. Before acting, consider whether it is right for you, read any relevant Product Disclosure Statement and our Financial Services Guide, and seek personal advice. Past performance is not a reliable indicator of future performance.

Information as at 27 October 2026. Sources:

1 / 7

Swipe, use the arrows, or press ← → on your keyboard.

Want this for your situation?

Every situation is different. One of our advisers can help you work out what applies to you.

Book an appointment with one of our advisersor call 07 3262 6585

Keep exploring: More investing stories · All picture books · Age Pension what-if planner · Cost-of-living help for homeowners