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Personal Training For Your Finances

We provide the knowledge and expertise so you can take control of your own investment account

Stop wondering if you’re investing right.

The Difference

Investing with a Twist

Instead of charging ludicrous fees to ‘manage’ your investments. We help you create and manage your own investment account.

Transparent Fees

This isn’t old school money management, no hidden costs here. Only pay for what you need, when you need it.

Fully Independent

We’re not selling any products here. We leverage our own independent research when making any recommendations.





No ongoing fees, no hidden charges.
Just pay for what you need.

– Most Popular

Health Check

Fully independent review of your entire investment portfolio. From creating your future investment plan to selecting your next investment opportunity.


– Full Monty

Investment PT

As your investment consultant, we work with to create and implement your entire investment masterplan.


Not to brag, but we've really been feeling the love lately

“I was paying crazy fees for years without realising. Mike detailed the extent of my fees and restructured my portfolio into low fee options. Results have been great.”

AidanSales Associate

“For years, I just bought stocks online and hoped for the best. Eventually that just becomes unsustainable. Mike consolidated my entire personal and business portfolio's.”

DamienBusiness Owner

“Mike walked me through everything from tax implications to stock picks. I'm now fully invested with a clear plan and automated investments set up.”

SeanProperty Manager

Not to brag, but we've really been feeling the love lately

New in the Blog

Personal Insights

How to Overcome Crippling Indecision

3 ways to make better decisions - fast
Market Insights

3 Things That Could Send Stocks Lower

Property prices, interest rates and savings will lead the way.
Market Insights

What Really Causes All This Volatility

Feel like the stock market is choppier than ever? Here's why.
Market Insights

Trading Vs Investing

What goes up, must come down.. or does it?