“Our core purpose is to skill everyday investors to outperform the stock market by 5% compounded p.a. over rolling 5-year periods, using a Systematic Approach to protect and grow their portfolios, in an hour a week.”
For example, if the ASX200 Accumulation index grows by 10% annualised over a rolling 5 year period, our goal is to achieve 15% annualised. Over the long term, depending on the growth rate of the stock market, this has meant between 50% more to triple the profit compared to traditional investment avenues, such as financial planners, managed/mutual funds, Super funds, robo-advisors, brokers and portfolio managers.
This brief video gives you an good idea of what we do for our Members and how we help them:
Evidence of past performance
Please peruse our website and download the offered PDFs to start a conversation with us to understand how our real-money, model portfolios have achieved over 18% and over 16% annualised returns for the ASX and U.S. markets, respectively, to November 2020, since 1 January, 2016. With less than an hour a week of effort.
Over the same period the ASX200 Accumulation index has grown by 7.5% and the S&P500 TR index by 13.8%.
In the conversation with us you can see what research we do and have done for over 20 years and how our Members gain their confidence and skills to achieve similar returns with their self-managed stock market portfolios.
Join the Share Wealth fold of profitable self-directed investors and become a skilled and competent stock market out-performer
Take control of growing & protecting your wealth by accessing this SPA3 Investor value
$75,000 profit ~ the real-money return on an $80,000 starting portfolio that the SPA3 Investor product has returned over 4.5 years o This is the 16.9% annualised return achieved by the real-money 4.3-year "On-display SPA3 Investor portfolio" that Share Wealth Systems operates for all to see – from 1 Jan 2016 to 9 April 2020. Compared to the ASX200 Accumulation Index of 4.8% annualised return over the same period. o The absolute dollar return will be higher or lower based on your starting portfolio size, and on how many years you run your portfolio
$2,497 value ~ A fully documented SPA3 Investor Investment Plan for near-passive investing o Saving you multiple 100s of hours firstly of gaining the knowledge and then 10s of hours to actually write such a Plan
$997 per annum value ~ unlimited phone and email support from the Share Wealth team
$997 per annum value ~ fortnightly live webinars keeping you up-to-date with the markets and receiving up-to-date training & coaching
$997 per annum value ~ access to the comprehensive Share Wealth online Education Portal
$1,020 per annum value ~ daily stock market price updates
SPA3 Investor Includes Membership to The Blueprint to Wealth Investors Club
$1,250 value ~ Access to the complete 15-Module “How to Avoid a Mid-retirement Crisis” online course
$1,997 value ~ Nest Egg Alert calculations to show where your retirement’s headed – saving you hours & hours of researching this yourself
$1,997 value ~ A fully-documented “Wait & Win” passive Investment Plan to deploy in your Core Portfolio
Over $85,000 of SPA3 Investor value for only:
*And ongoing membership of $85 per month or $900 per annum.
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Before making an investment decision on the basis of computer software, the investor or prospective investor needs to consider, with or without the assistance of a securities adviser, whether the advice is appropriate in light of the particular needs, objectives and financial circumstances of the investor or prospective investor.
Investments can go up and down. Investors and prospective investors need to recognise that past returns are not a reliable indicator of future returns. Investing in quoted securities involves numerous risks including but not limited to market risk, sector risk, company risk and liquidity risk. Investors and prospective investors should ensure that they understand the risks involved and have strategies to manage and minimise the negative impact that these risks may cause. If you have any questions, please contact Share Wealth Systems.
In providing the computer software packages, Share Wealth Systems does not take into account the investment objectives, financial situation and/or needs of any particular person.