Investment Education That Actually Makes Sense
Look, the Australian market has changed. Strategies that worked five years ago don't always hold up now. We started this program because too many people were learning outdated approaches that left them confused.
Our autumn 2025 intake focuses on practical skills you can use right away. Not theory for theory's sake. Real analysis techniques that help you understand what's happening with your investments.
What You'll Actually Learn
Three core areas that build on each other. We keep cohorts small because questions matter more than lectures.
Financial Statement Analysis
Reading balance sheets isn't exciting, but it's essential. We walk through real Australian companies and teach you what to look for beyond the headlines.
- Cash flow patterns that signal trouble
- Debt structures in different sectors
- Red flags in quarterly reports
- Comparing metrics across industries
Market Behavior Patterns
Markets move for reasons that aren't always obvious. This module covers how to spot trends early and why certain patterns keep repeating.
- Technical indicators that work in ASX context
- Sector rotation strategies
- Volume analysis techniques
- Common beginner mistakes to skip
Portfolio Construction
Building a portfolio is more art than science. We discuss allocation strategies, risk management, and how to adjust when circumstances change.
- Asset allocation frameworks
- Diversification beyond stocks
- Rebalancing strategies that work
- Tax considerations for Australian investors
Ingrid Valtonen
Ingrid spent twelve years analyzing mining and energy stocks before joining us in 2023. She's particularly good at explaining complex sector dynamics in plain language.
Leads the financial statement sessions
Siobhan Rafferty
After managing portfolios for institutional clients, Siobhan now focuses on teaching practical construction strategies. Her approach emphasizes flexibility over rigid rules.
Handles portfolio design workshops
Common Questions We Address
These are the situations that come up most often. If you're dealing with any of these, the program will help.
Information Overload
The Problem
Too many news sources, conflicting advice, and constant market noise. It's hard to know what matters.
Our Approach
- Filter out noise with a clear research process
- Focus on material information that affects valuations
- Build a personal information system that works
Analysis Paralysis
The Problem
You research endlessly but never feel confident enough to act. Perfect analysis is impossible, yet you keep waiting.
Our Approach
- Develop decision frameworks with clear criteria
- Practice scenario analysis for uncertainty
- Learn when you have enough information
Emotional Trading
The Problem
Market swings trigger panic or euphoria. Logic disappears when your portfolio drops or soars unexpectedly.
Our Approach
- Create rules before emotions kick in
- Study historical patterns for perspective
- Practice position sizing that reduces stress
No Clear Strategy
The Problem
Your portfolio evolved randomly. No coherent plan, just reactions to tips and trends you came across.
Our Approach
- Define investment goals based on actual needs
- Match strategies to your timeline and risk tolerance
- Build systems that guide consistent decisions
Applications Open September 2025
The program runs for sixteen weeks starting in early autumn. We cap enrollment at twenty participants to keep sessions interactive. If you're interested in joining, reach out before July to discuss whether it's a good fit.
Get Program Details