Investment Questions Answered
Building wealth takes more than just good intentions. You need clarity, proper guidance, and realistic expectations about what works in Australian markets.
Saoirse Threlfall
Investment Education Specialist with 12 years helping Australians understand market fundamentals and build sensible portfolios
How long before I actually understand portfolio basics?
Most people grasp core concepts within three months of consistent learning. But understanding and applying are different things. Expect to spend six months to a year before you're comfortable making decisions independently.
What if I've never invested before?
That's actually common for people starting education programs. We work with complete beginners regularly. You'll start with fundamentals like how shares work, what ETFs actually are, and why diversification matters in practical terms.
Can I learn this while working full-time?
Absolutely. Our autumn 2025 program runs evenings and weekends specifically for working professionals. You'll need about 6-8 hours weekly for coursework and reading. It's manageable if you're organised.
Do you guarantee specific returns?
No. Anyone promising guaranteed returns in investing is lying to you. We teach you how markets work, how to assess risk, and how to build strategies that suit your situation. Outcomes depend on markets, timing, and your decisions.
What about Australian tax implications?
We cover Australian tax basics relevant to investing, including capital gains, franking credits, and reporting requirements. But we're not tax advisors. You'll learn enough to have informed conversations with your accountant.
Is there ongoing support after the program?
You get access to our quarterly market review sessions for two years after completing the program. Plus our alumni community stays active. People share resources and discuss strategies regularly.
Learning Journey Structure
Here's what the progression actually looks like when you commit to understanding investment principles properly
Foundation Phase (Months 1-2)
You'll learn market terminology, understand different asset classes, and grasp how exchanges work. This phase feels basic but it's essential. People who skip fundamentals struggle later with more complex concepts.
Analysis Skills (Months 3-4)
Now you're reading financial statements, understanding company reports, and learning how to evaluate investment opportunities. This is where things get interesting but also more challenging.
Strategy Development (Months 5-6)
You'll build your first portfolio strategy, learn risk management, and understand how to align investments with your goals. Most people find this phase rewarding because concepts start clicking together.
Practical Application (Months 7-8)
The final phase involves case studies, simulated scenarios, and developing your ongoing learning plan. You're not an expert yet, but you have solid foundations to build on independently.
Still Have Questions?
If you didn't find what you needed here, reach out directly. We'd rather answer your questions properly than have you make decisions based on incomplete information.
Get in Touch