Overview

Wealth Within is a private investments company focused on helping individuals maximise their investment returns in the share market.

In just over 5 years Wealth Within has developed an enviable reputation having been recognised by the Australian government to deliver Australia’s first and only accredited share trading education program at Diploma level.

It is also the only education company in Australia that actively proves on a daily basis that what they teach works by operating professionally managed accounts  on behalf of clients.

The company was founded by Dale Gillham and Lea Zerbes in July 2002 to provide a range of financial and educational services to investors who understand the need to invest to achieve their financial goals. The goal of the company has been to help investors secure their financial future using proven investment strategies.

The framework of the company has been built around years of listening to clients to gain an understanding of their wants and needs. As a result, Wealth Within is quite unique in regard to the services it provides.
 
As the reputation of the company has grown, it has been extensively featured in the media including local and national papers, radio and television, as well as national magazines.

Dale is also called on as a keynote speaker around Australia to provide his views on the share market.

History

Share Education

Wealth Within commenced operations in July 2002 due to demand from traders to receive comprehensive support and education after attending various share market courses.

Wealth Within initially provided monthly workshops and an educational newsletter to clients around Australia; however, it became increasingly obvious that there were major gaps in the education that clients were receiving, so it was decided to develop a professional education program, which became known as the Market Mentor Program.

Various support services continued to evolve over time to support the clients in developing their education including an online forum and professional coaching services delivered by accredited professional traders appointed by Wealth Within.

Wealth Within observed, however, that as the need for education in direct investments increased, that the industry was failing to police the quality and standards of educators and the education being delivered.

Therefore Wealth Within believed there was a strong need to raise the standards in the delivery of share trading education and it was decided to seek accreditation from the government to recognise and accredit its education program.

The proposal was accepted in December 2005 and the course, which is now known as the Diploma of Share Trading and Investment, was successfully launched in 2006.

In 2004, Wealth Within also launched the first edition of ‘How to Beat the Managed Funds by 20%’, which turned into a national best seller within six months. In April 2005, it launched the second edition and the book has continued to receive many positive acclamations from industry and the community.
 

Funds Management

Wealth Within began applying for an Australian Financial Services License in late 2002, which was finally issued in April 2003, as it recognised that while there was demand for education, there was stronger demand from clients seeking professional share market advice.

In April 2003 Wealth Within began providing general advice to ‘do it yourself’ clients through a weekly stock report. Using the recommendations from the report Wealth Within also began constructing four portfolios and eventually launched another product in April 2004, known as Portfolio Solutions, which enabled clients to mirror and model the recommendations in each portfolio.

Each of these portfolios have been independently audited on a yearly basis by PFK Chartered Accountants and Business Advisors.Wealth Within observed, however, that when clients failed to follow the recommendations as advised, the client’s portfolio did not achieve the same returns.

Given that this concerned the investment team, the company began investigating the delivery of professionally managed accounts in late 2004 and launched and Individually Managed Account Service for clients. This service means that clients can retain all the benefits associated with direct share ownership, such as franking credits and dividends, but they have a team of professional traders manage a portfolio of stocks that habe been specifically tailored to them.

The need for this product was also driven by clients who wanted access to the strong returns being produced by Wealth Within but did not want to manage the money themselves. To date Wealth Within has over $60 million under management and is continually growing.