Investment Education That Builds Confidence
Most people dive into investing without understanding the fundamentals. They chase trends, panic during downturns, and make decisions based on headlines rather than analysis. Our program takes a different route—we teach you how to read financial statements, assess company health, and build a strategy that matches your actual goals.
Starting October 2025, we're running a comprehensive course for Australian investors who want real knowledge, not quick fixes.
Reserve Your SpotCommon Investment Hurdles We Address
These are the obstacles we hear about most often. Each one has practical solutions—and we walk through them step by step.
Information Overload
You're drowning in market news, analyst opinions, and conflicting advice. We help you filter what matters and ignore the noise. You'll learn which data points actually influence decisions and which are just distractions.
Framework-Based FilteringEmotional Decision-Making
Buying high because of excitement and selling low out of fear is incredibly common. We teach you systematic approaches that remove emotion from the equation—so you're not making impulsive moves during market swings.
Structured MethodsMisreading Financial Statements
Balance sheets and cash flow statements can look like foreign languages. We break them down line by line, showing you what each section reveals about a company's actual performance—and what red flags to watch for.
Hands-On Analysis
Building Analytical Skills From Scratch
We don't assume you've studied finance before. The curriculum starts with basics—what stocks actually represent, how markets function, why prices move. Then we layer in valuation techniques, portfolio construction, and risk assessment.
- Reading company reports to understand business models and competitive positioning
- Calculating key financial ratios that reveal profitability, efficiency, and leverage
- Comparing valuation methods to determine if a stock is fairly priced
- Designing a portfolio that balances growth potential with downside protection
- Tracking performance metrics that show if your strategy is working
What You'll Actually Learn
This isn't theory for theory's sake. Every concept connects to decisions you'll make when managing your own investments.
Financial Statement Analysis
We spend weeks on this alone. You'll work through real company reports, identifying strengths and weaknesses in their financial position. By the end, you'll know if a business is generating genuine profit or just moving numbers around.
Valuation Techniques
Price-to-earnings ratios, discounted cash flow models, comparable company analysis—these aren't just formulas. We show you when each method works best and how to adjust for different industries and market conditions.
Portfolio Design and Rebalancing
How do you allocate between sectors? When should you sell a winner? What percentage of loss triggers a review? We cover portfolio mechanics in detail, with examples of how different strategies perform across market cycles.
Sessions run weekly over six months, with assignments between each meeting. You'll need to commit around four hours per week for reading and practice exercises.
Who's Teaching This Program
Both instructors have managed portfolios professionally and now focus on education. They bring different perspectives—one from institutional equity research, the other from independent advisory work.
Elara Finch
Senior Investment AnalystElara spent twelve years covering Australian industrials and consumer discretionary sectors at a boutique research firm. She's known for detailed valuation work and has a knack for explaining complex models in plain language.
Briony Talvik
Independent Portfolio AdvisorBriony runs her own advisory practice and works with clients building diversified portfolios. She focuses on risk management and long-term strategy, helping people avoid common mistakes during volatile periods.
Join the October 2025 Cohort
We're limiting the group to twenty participants so everyone gets attention during workshops. Sessions start October 14th and run through March 2026. Classes meet Tuesday evenings, with optional weekend review sessions once a month.
Applications close September 20th, 2025. Early inquiries are encouraged—we've filled previous cohorts weeks before the deadline.
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