We help long-term, self-directed investors on their journey to financial empowerment.
How:
Gaining financial skills, knowledge and confidence to make informed financial decisions.
Understanding personal finances, money management, setting goals, and making choices.
Feeling confident in managing, protecting and growing your financial resources to meet your personal goals.
Results:
Making better investment decisions with confidence
To be a resilient investor
Our coaching services are about financial empowerment, finding quality shares and performing outstanding share assessments
We offer online, virtual, one-hour personalised sessions. Contact us for costs.
Group coaching sessions require a minimum of 5 and a maximum 10 people. Contact us for costs.
Read about the journey of these resilient investors finding their financial empowerment. If you can relate to any part of their journey and you need any help or guidance, then contact us.
Financial Empowerment
✔️Provide guidelines on helping you on your financial journey, going from financial 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.”
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 watch list 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...
