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You will learn more about:

  • How to maximise your returns
  • How to invest with confidence
  • Our investment philosophy
  • The benefits of an IMA
  • And much more....

Direct Equity Managed Investment Service

When it comes to investing in shares and the stock market, not all managed investments are created equal. Achieving solid returns requires partnering with a company who has proven over time that it is timing the market, not time in the market that makes all the difference.

That's why at Wealth Within we have created an investment service known as the Direct Equity Individually Managed Account Service, which provides you with all of the benefits of being a shareholder without the headaches of running your own investment portfolio. With no two portfolios the same, we offer a solution to your investment goals like no other Boutique Investment Company can. We make your money work harder, so you are free to enjoy life.

Maximise the returns on your managed investments

Unlike many separately managed account services that operate on the basis of a modelled portfolio, whereby your funds are invested in a pre-existing portfolio of assets, each portfolio with the Direct Equity Individually Managed Account Service is uniquely customised to identify the best performing opportunities at the time you invest with a view to maximising the returns on your investment.

This is based on our philosophy which combines 'timing the market' with 'time in the market' to seek to maximise the return on your investments. The benefit to you is that you will not be buying into an existing and what may be a less relevant and less timely portfolio.

In selecting investments, we focus on securities within the S&P/ASX 300 (depending on the investment strategy you choose heavily weighted to the top 100), which our research and investment team believes can deliver strong returns over the medium to long term. Using disciplined investment processes, together with a strong client focus, Wealth Within aims to help you consistently outperform the market over the medium to long term.

You're unique and your investments should be too!

We understand that you are unique and your investments should be too, which is why our Individually Managed Account (IMA) service is tailored to clients who:

  • Are seeking strong returns that outperform the market average
  • Do not have the time or expertise to manage their own investments
  • Would prefer to utilise the expertise of professionals to customise their investments
  • Have cash or an existing portfolio to invest
  • Would like timely and transparent reporting on their investments
  • Want a professionally managed investment

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Learn more about our Individually Managed Account Service

Investing in shares? Our expertise, our performance, your choice!

The benefits of investing in the Direct Equity individually managed account service offered through Wealth Within include:

  • Unique investment portfolio to take advantage of opportunities at the time you invest
  • Customised stock selection enabling you to personalise the securities within your account
  • All assets are beneficially owned, which means all entitlements accrue to you
  • Professionally managed investment utilising over 30 years of investment expertise
  • Returns that outperform the market average
  • Full administration of your portfolio
  • Funds invested only in leading ASX companies
  • Competitive fee structure
  • Transparency through comprehensive online reporting

With an investment starting from as little as $50,000, you will be able to tap into the benefits of our unique individually managed account service.

Investment risks

Different investments have different levels of risk. Generally the higher the expected return on an investment, the higher the risk. Risk can be defined as the probability that an investor loses capital or does not receive income over a given period. The value of an investment through our Direct Equity Managed Account Service can never be quarantined from risk.

Wealth Within’s risk management objective is to deliver risk/return outcomes in line with our client’s expectations. However, we cannot provide assurances or guarantees on the future probability of an investor’s returns, distributions and return of capital.

The most common risks associated with an investment through the Direct Equity Managed Account Service are outlined in the Product Disclosure Statement. It is important that you consider these risks and, where necessary, seek professional advice as to the appropriateness of this investment based on your financial objectives, time frame for investing and attitude to risk.

Want more information on investing in shares and the stock market

Want to take a more active role to managing your portfolio - learn more about our Share Trading Education.

We make your money work harder, so you are free to enjoy life

We make your money work harder, so you are free to enjoy life

I would like to pass on our sincere thanks for saving us from the heavy losses on the stock market that most of our friends have suffered. You are a great team.

Hugh, H, Travelling Australia

Thanks for the extremely pleasing profits you have achieved managing our portfolio. 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, D, Melbourne

Today we read with pleasure that over the same time many of our friends have lost 30% or more of their superannuation our has increased by 13.65%. That is just marvelous. Thank you to you and your team. Kathleen, F, Sydney

Thank you for the opportunity to invest with Wealth Within. I have been very happy with the return on my money. D, Ham, Bedford

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

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'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

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

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

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 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

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

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

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

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

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

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

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

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