Investing is a life skill

There is no easy way to build wealth,
but there are clear principles.

I see too many people working hard, who spend badly and do not know how to let their money work.  The truth is there are clear principles to building wealth that most of us were never taught. Investing is a life skill.

This course - written by me - is the guide I wish I’d had when I was starting out, it's designed to help you shift your mindset from earning to investing. Building wealth follows clear principles and this will help understand and accelerate your path.

There is no perfect time to start but there is a reason people say I wish I had started earlier.

Learn where investing
 fits into your life

Learn why money is a means to an end. Bust the myth that you get rich by going to work and what the real path looks like. Understand where investing fits in to your life and shift your mindset to one of an investor.

Understand how to “shop” for the main assets in investing (equities and bonds). Inspect why and how they move, the risks of each, and how you can put them together

Understand what you can add to your basket

Be ready for
the real world

Get off the sidelines and make decisions with more confidence. Know what to expect in your investment journey and take a step in your own path to security, independence and freedom.

Inclusive environment

Passionate teacher

Cut through the jargon

Get it done

Learn investing
as a life skill

A group programme designed to help you move forward with clarity.

Each session builds on the last: you’ll understand where investing fits into your life, why its important and leave with clear idea of how to get off the sidelines and make financial decisions with more confidence.

Just bring yourself.

5 lessons, all online.

what we cover

  • Learn what it means to be rich and why money is a means to an end
    Understand how to build wealth and where investing fits in your life
    Use your knowledge to start thinking like an investor

  • Learn what it means to have equity in a company
    Explore the factors that drive stock prices up and down
    Understand if a stock is cheap or expensive
    Become familiar with equity funds including historical returns

  • Understand what bonds are
    Learn about the relationship between interest rates and bonds
    Explore role of bonds in a portfolio
    Find out why bonds are not risk free
    Be able to put context around current market stories

  • Learn what “risk” means in investing
    Understand how volatile different investments are
    Learn why assets are paired together to reduce or attempt to manage risk
    Get some context about large falls in the stock and bond market

  • Learn why investing works and why an emergency fund matters
    Understand how to make decisions around risk, allocation and platforms
    Be able to spot common mistakes and think clearly when markets get tough