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Learn more about

  • How to maximise your returns
  • Why timing the market is important
  • How to invest with confidence
  • Our investment philosophy
  • The benefits of an IMA
  • And much more....

Investment Enquiry


To request more information on the Direct Equity Individually Managed Account Service and receive a copy of our Product Disclosure Statement (PDS), please complete the form below.

Alternatively, please call Wealth Within on 1300 858 272 or Melbourne direct on (03) 9290 9999 and one of our friendly Client Services Consultants will be happy to assist you.

We look forward to the opportunity of supporting you achieve your financial goals in the share market.

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Testimonials

Post GFC I listened as people complained about the amount of money lost from their super and managed fund accounts. Dale was out of the market quickly and I slept better knowing that his focus was on the preservation of my capital. Thanks so much for your support.

Derek, B, Melbourne, VIC

I would like to take this opportunity to congratulate Dale and the Wealth Within team on their sound philosophies/strategies in trading the share market.

Peter, J., TAS

I just wanted to let you know how thrilled we are with the performance of our portfolio with Wealth Within. By taking that step we conservatively saved over $150,000 that was not lost in our industry super funds during the worst of GFC.

Kathleen, F., Sydney

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To anyone who desires support and the development of technical knowledge in trading/investing in the stock market, I highly recommend Wealth Within as an organisation that will provide the necessary support and expertise to ensure you profit from the market.

David B, Canberra

To the Team (and I mean the team), many thanks for the extremely pleasing profits you have achieved managing our portfolio advisory service. We have been very impressed with the stock selection, timing of trades and general overall management and reporting of our portfolio. Keep up the good work.

Neil M, Melbourne

Thanks for a great workshop on Saturday. I found the whole session was extremely relaxed and well presented. I also liked the fact that topics discussed related directly to everyday trading. I look forward to the next Traders Support Workshop.

Paul P, Sydney

Just a brief note to say THANK YOU for your teaching, guidance and support -particularly last week with my spec stock UNI. Through all the knowledge I have gained from you and your support, after 8 days I exited and made 45% profit.

Susan W, Sydney

One needs to be careful who one talks to about stocks, but when you find someone worth talking to, two heads are better than one. Thanks for your insight, advice and support.

Ian J, Sydney

Your Weekly Stock Report is brilliant. Last week I felt like bailing out altogether but with Dale's skills I can sleep at night. My stocks are now climbing not sinking and my confidence has been restored. Thank you Dale.

Jacqui B, Melbourne

I find your services friendly, encouraging, challenging and very competent. Your focus on helping us to trade in the 'real world' is what sets you apart from others. Your services represent great value for money and offer practical assistance towards becoming a profitable trader. Thank you

David H, Melbourne

Thank you for your support and guidance. I bought 10000 LHG shares @$1.39 and sold @ $1.47 ten days later using a margin loan at 50%. That is 11.51% profit. Annualised that's 420% profit. I think I am starting to get a feel for what we all want to achieve.

Geoff S, Sydney

I just wanted to let you know that I have attended many trading workshops and yours is the best on the market. After completing the first two modules of the course and following the recommendations in your weekly report, I have already recouped my fees. I have never been able to do this before. Thank you. If only everyone else offered the support you do!

John G, Gold Coast

I just wanted to let you know that I have attended many other Share Trading Workshops and I have to say yours is the best on the market. It has taken me 20 years to learn what you shared last night and is fantastic to see a confident young man willing to share this information to ensure others are also consistently profitable in the share market. My hat goes off to you.

Thomas C, Brisbane

Dale I would like to thank you for your great contribution to my successful share trading. Your ongoing support and encouragement has made a world of difference to my success on the market. In just 4 months I have turned $2,000 into $10,000 safely and confidently just like you said. I am truly grateful.

Eric W, Melbourne

Post GFC I listened as people complained about the amount of money lost from their super and managed fund accounts. Dale was out of the market quickly and I slept better knowing that his focus was on the preservation of my capital. Thanks so much for your support.

Derek, B, Melbourne, VIC

Thanks for the weekly stock reports, they have been extremely helpful with my trading. Since the start of this year all of my trades have been successful. I purchased HVN last Thursday (10/7/03) and I will be selling tomorrow with a tidy profit. I have learnt the hard way that you don't have to be greedy and to leave something for the next person. Thanks again

John M, Sydney

I've been getting your reports for four weeks now and I'm impressed, when you say a stock will move it definitely moves upward! I am confident this will equate to better performance in my portfolio.

Phillip C, Oatley NSW

I achieved almost double my medium-term portfolio return in the last 6 months in just one trade with NCP. Thank you so much for all your support. I don't think my skills and confidence would be at the level they are without your help. You have been a great mentor.

Deborah R, Sydney

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