Learn investing the way it actually works
Most people think investing is complicated. It's not. What's complicated is cutting through all the noise and finding what matters. We teach practical investment literacy for everyday Australians who want to build financial confidence without the jargon.
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We started because we were tired of the rubbish
After watching too many friends lose money following advice from people who'd never actually invested themselves, we realized something needed to change. The financial education space is full of theory taught by academics and hype pushed by salespeople.
Neither group has much skin in the game. That bothered us.
So we built something different. Our program covers what actually happens when you invest your own money — the psychological traps, the practical decisions, the unglamorous reality of building wealth slowly. We don't promise quick wins or secret strategies. Just straightforward education about how markets work and how regular people can participate sensibly.
Our next intake starts September 2025 in Port Stephens. Classes run Tuesday evenings, and we keep groups small because this works better as a conversation than a lecture.
Three tracks depending on where you're starting
Everyone comes in with different experience and different goals. We've structured the program so you can focus on what's relevant to your situation.
Foundation Track
Starting from scratch? This track covers basic concepts like asset allocation, diversification, and risk assessment. We assume zero prior knowledge and build from there. By week six, you'll understand how different investment vehicles work and which ones make sense for your circumstances.
Strategic Track
Already investing but want to refine your approach? This track focuses on portfolio construction, tax efficiency, and rebalancing strategies. We look at common mistakes people make after their first few years and how to avoid them as your portfolio grows.
Advanced Track
Got a solid foundation and ready for deeper analysis? This track covers market valuation methods, sector rotation, and more sophisticated risk management. We examine case studies from actual market cycles and discuss how to adjust your approach based on economic conditions.
How we teach this stuff
- Real portfolios as examples. We walk through actual investment decisions — ours and those of participants who've agreed to share. You see the thinking process behind allocations, not just hypothetical scenarios.
- Market simulation exercises. Each week includes a practical component where you make decisions with play money under real market conditions. Helps you understand your own risk tolerance before committing actual funds.
- Guest sessions with local investors. We bring in people who've been investing in the Australian market for decades. They share what worked, what didn't, and what they'd do differently knowing what they know now.
- Open discussion format. About half of each session is structured teaching, the other half is questions and discussion. Some of the best learning happens when someone asks about a specific situation and we work through it together.
Program pricing for September 2025 intake
We keep costs reasonable because this shouldn't be a luxury expense. All materials and resources included.
Standard Enrollment
- All weekly sessions (30 hours total)
- Course materials and workbook
- Access to online resource library
- Market simulation platform access
- Guest investor sessions
Couples Enrollment
- Everything in Standard Enrollment
- Two sets of course materials
- Joint portfolio simulation options
- Partner discussion frameworks
- Collaborative decision exercises
What past participants say
"Took the course in March 2024 and it completely changed how I think about investing. Before, I was paralyzed by all the options and afraid of making mistakes. Now I have a portfolio that makes sense for my situation and I actually understand why I own what I own. Best money I've spent on education."
"I'd been investing for about five years but kept second-guessing my decisions. The Strategic Track helped me understand why I was making certain choices and whether they still made sense. The market simulation exercises were particularly valuable — I learned more about my own behavior patterns in three weeks than I had in years of actual investing."
September 2025 enrollment opens in May
We're taking applications for our next cohort now. Classes limited to 16 participants to keep things manageable. If you're interested, get in touch and we'll send you the full program outline plus some additional reading to help you decide if it's right for you.