Portfolio Management Returns
Wealth Within is in a unique position in the Australian market place!
That's because we offer our clients a choice. A choice no other share education or investment company can, which means you benefit either way from our expertise.
You will have peace of mind knowing that you are working with the only Share Trading Education Company in Australia who actively proves that the strategies we teach WORK because they are the exact same strategies we use to manage millions on behalf of our clients through our Boutique Investment Division.
Outlined below are the Portfolios that Wealth Within has been managing since April 2003.
Audited Returns to 6 April 2009
PKF Chartered Accountants & Business Advisors (“PKF”), a major Australian and global accounting firm, have audited the results of our portfolios and have verified both the performance methodology and accuracy of the results.
Read the findings of the PKF review. View the performance methodology.
| Portfolio | 6 Yr Total Return | Performance P.A. |
| Blue Chip | 106.57% | 17.75% |
| Growth | 166.08% | 27.65% |
Represents the average annual change in capital value per annum net of fees and brokerage.
Assumes reinvestment of income.
6 year return to 6 Apr 09.
Returns audited by PKF Chartered Accountants.
Past Performance is no indication of future performance.
Wealth Within manages individual accounts, so each account may display different performance results.
Learn the same strategies we use to manage $10's of millions on behalf of clients to achieve these results through our nationally accredited share trading education courses.
Don't have time to learn but still want superior market returns - learn about our Individually Managed Account Service