We help long-term, self-directed investors on their journey to financial empowerment. However, you may be a beginner and unsure where to start, or an active or passive investor - you will find relevant information here.
Benefits:
Gaining financial skills, knowledge and confidence to make informed financial decisions.
Understanding personal finances, money management, and setting financial goals
Feeling confident in managing, protecting and growing your financial investments to meet your personal goals.
Results:
Making better investment decisions with confidence
To be a resilient investor
Our coaching services teach financial empowerment, how to search, find and select quality shares and then to perform share assessments to select the best of the best.
We offer:
Online virtual one-hour personalised 1:1 sessions. Contact us.
Group coaching sessions. Requires a minimum of 5 and a maximum of 10 people. Contact us.
Want more! Download our ebook "Resilient Investor" below and read about the journey of resilient investors finding their financial empowerment.
The Very Beginner
However, you may be a complete beginner and don't know about compound interest, a share, dividends, how to access the stock market, etc. (even before knowing what to invest in) then this guide is for you
Download it now
Get your free copy - Guide to the Stock Market for beginners - with permission from Jackson Twentyman.
No jargon.
No hype.
No “get rich quick” nonsense.
Just practical, easy‑to-understand investing fundamentals.
Do you ever wonder if you’re ahead, behind, or right on track financially?
The sad news is that most Australians are told they’re “doing financially fine.” But are we?
It is now possible to benchmark yourself financially. The data shows you the truth — by age, gender, and income level — using real Australian benchmarks.
Read at <TAB> AUS WEALTH REPORT and download the report
But we need a simple and easy 12-month plan to start us up. Welcome to The Beginner’s Guide to Investing with Confidence without complexity, confusion, or fear.
Read at <TAB> INVESTOR STARTER PACK and download the guide.
Passive Investors
If any of the following personal characteristics define your preference:
Little inclination to research the stock market
No/minimal research time available
Need peace of mind for many years to come
Low volatility and low risk (no gamble)
The best growth for the least effort and risk
Simple investment approach
Set and forget approach
Have many years left for compounding to work
Then the easiest way is to identify, select and buy into Exchange Traded Funds (ETFs).
Select the ETF <Tab> from the menu. There you can read:
How to select ETFs and
How to do Dollar-Cost Averaging (DCA).
Active Investors
ETFs cannot outperform the underlying index of the fund. Often, long-term investors would like to do better and are prepared to put extra research effort in. By adding a few quality shares to the ETF portfolio, it may be possible to beat the index.
Learn how to search, find and select quality shares that show a consistent price growth rate and dividend growth rate over the long term. Then:
Use quality shares as an investment vehicle to generate the smallest deposit required for an investment property. Invest to reduce personal taxes. But it depends on your level of income.
Do the same to generate the smallest deposit required for a private home
Do the same to make non-concessional contributions to super
Investigate the use of margin loans
You want to invest time to improve your share market knowledge and make better investment decisions. Select below.
Financial Empowerment
✔️Provide guidelines to help you on your financial journey, going from financially unprepared, on a quest to take control of your finances.
✔️Become a DIY Investor.
✔️Learn how to overcome financial setbacks that test your resilience when you unexpectedly need to adjust your strategies, set ambitious income goals and use financial planning apps and retirement simulators to stay on track.
✔️My objective is to help you make better investment decisions with confidence.
✔️My coaching sessions are hands-on, practical coaching, showing you the “what”, “when”, “why” and “how.”
Get the free ebooks below
Finding Quality Shares
✔️Using an online tool like a pro; to analyse your personal risk profile, tailor a share portfolio to your individual needs, and maintain a watch over your portfolio.
✔️How to execute any recommended periodic changes.
✔️Identify exceptional fundamental quality companies that provide sustainable historic dividend growth rates and _price growth rates.
✔️Cover the ASX, NYSE, NASDAQ, LSE, JSE
Grab this free ebook that will direct you in how to search, find and select quality shares.
Perform Share Assessments
✔️Asking the right questions, every time!
✔️Identify which shares are quality shares with the highest growth potential and lowest associated risk within a similar group.
✔️Be consistent in your share assessments.
✔️Know why you initially assigned a share to your watchlist or portfolio
✔️Easier to compare shares with each other. Stay informed!
Grab this free template I'm using when analysing stocks for long-term investments using both fundamental and technical analysis.
Welcome to our investor website............
I’m Gerrard. I have helped many Do-It-Yourself investors by showing and coaching practical ways to search, identify and select quality shares while minimising associated investment risks. This is achieved by showing how to measure, test, and analyse investment performances while simulating different scenarios and market conditions. This practical approach will guarantee confidence in your investment decisions and enable you to do it over and over again…..
There are a few ways I can help you make more informed investment decisions with confidence. The ebooks offered are complementary, with some overlap. If you need any help or guidance, contact us.
What others have said about me...
