If you are a stock investor, either directly or indirectly, and are getting average or negative returns, or paying high fees for the privilege, then you have come to the right place.

We have been actively engaged with the markets, particularly stocks in Australia and the US for some two decades now. In addition, we have researched and studied in considerable depth the masters, including Buffett, Graham, Lynch and others. From this work, three core principles need to be remembered for the average investor to attain success-

  1. Risk Management. Manage risk first.
  2. Long Term. Always think long term.
  3. Personalised & Systematised. Achieve consistency through a personalised strategy or systematised approach.

You will notice each of these three principles relate to Method and Mindset. The two areas intersect and both need to be mastered.

In our educational materials and resources, we focus on simplicity and safety. We know how difficult things can be for everyday and seasoned investors alike to get independent, honest information so they can find what works for them. Only then, can they begin to design an Investment Plan that is robust and easy to apply for long term success.

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“You can get in way more trouble with a good idea than a bad idea, because you forget that the good idea has limits.” – Benjamin Graham.