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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....

Individually Managed Account Service

Maximise the returns on your investment portfolio!

Share Trading and Education clients say

If you are looking to invest in a top performing managed investment portfolio, look no further!

For investors who want direct ownership of their share market investments - Wealth Within offers a unique Individually Managed Account Service tailored to your needs.

It provides 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.

Proven and disciplined investment technique

Designed for investors who want strong market returns - our professional investment analysts scan the market to find the best performing stocks to create a top performing portfolio for you. Using a proven and disciplined investment technique, our aim is to help you consistently outperform the share market over the medium to long term.

In selecting investments, we focus on securities within the S&P/ASX 300 (depending on the investment strategy you choose), which our research and investment team believes can deliver strong returns over the medium to long term.

And with an audited track record spanning over 6 years, you can rest assured that our investment team is working hard to help you secure your financial future.

We understand that you are unique and your investments should be too, which is why our Individually Managed Account 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

Request more information to learn about our Individually Managed Investment Account Service.

Historical Performance

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 for the period from inception (7 Apr 03) to 6 April, 2009.

Read the findings of the PKF review. View the performance methodology.

Growth Mandate Investment Value Annual Return
5 Years 1 Aug 08 - 31 Ju1 13 $123,592* 4.33% p.a.^
Since Inception 1 Jul 03 - 31 Jul 13 $262,564* 10.04% p.a.^

*Growth based on an investment of $100,000
^Past performance is no indication of future performance
- Returns are inclusive of all fees and charges
- Assumes distributions are reinvested
- Does not take into account any taxes payable by the investor
- As Wealth Within operates IMA's, the performance of each client's account may differ


Our Expertise, Our Performance, Your Choice

The benefits to you 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 combined 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 24/7

Our clients want their money to work harder. They want results that outperform the market average and personable service. And they come to Wealth Within because they know we provide the knowledge and investment expertise that makes this happen.

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

More Information

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Request more information to learn about our Individually Managed Account Service.

Alternatively, you can call our office to speak with a Client Services Consultant call - 1300 858 272.

Testimonial
I just wanted to let you know how thrilled we are with the performance of our portfolio with Wealth Within. I remember reading your book, watching your DVDs and then speaking to you in March 2008. With a deep breath we took the huge leap to set up a Self Managed Super Fund with your company. By taking that step we conservatively saved over $150,000 that was not lost in our industry super funds during the worst GFC. Today we read with pleasure that over the same time many of our friends have lost 30% or more of their superannuation while ours has increased by 13.65%. That is just marvelous. Thank you to you and your team. Kathleen, F, Sydney

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

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

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

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'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

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

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

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 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

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

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

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 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 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

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

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