Wealth Within Investment Services
Invest With Confidence
At Wealth Within, we understand that each investor is unique, and so are their financial goals. That’s why our managed investment services are tailored to meet your specific needs.
Say goodbye to the stress and worry of managing your own portfolio. With our Direct Equity Individually Managed Accounts & SMSF guidance, your investments are in the hands of industry-leading professionals who strategically position your portfolio to seize market opportunities and ensure maximum returns.
Explore Our Managed Investment Services
Individually Managed AccountsKnown as the Direct Equity Individually Managed Account Service, it provides all of the benefits of being a shareholder without the headaches of running your own investment portfolio.
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Self-Managed Superannuation FundsWealth Within provides a comprehensive self-managed superannuation fund (SMSF) package to support you in setting up a DIY Super Fund right through to ongoing accounting and auditing.
Keep readingWhy Invest With Wealth Within?
Proven Strategies for Maximum Returns
Unlike other providers who follow predefined models, our approach focuses on timing the market to maximize returns.
With out active management and disciplined strategies, you can rest assured that your investments will not only outperform the market but also beat the managed funds by 20%.
Our experts, with over 80 years of combined experience, actively manage risks to protect your profits and capital during market fluctuations.
Enjoy Ultimate Levels of Peace of Mind
Managing your own portfolio can be time-consuming and stressful. With Wealth Within, you get the benefits of direct share ownership without the hassle.
Our individually managed accounts provide you with control and peace of mind, knowing your investments are in the hands of seasoned professionals.
Whether planning for retirement or seeking better returns, our services are designed to help you achieve your financial goals effortlessly.
Get Started Today
Join the many successful investors who have benefited from our managed investment services. Experience the difference and take the first step towards a secure and profitable future.
To learn more or to speak with one of our consultants, call 1300 858 272 or (03) 9290 9999. Alternatively, download our Direct Equity Product Disclosure Statement to get started.
Explore Our Services
Making A Difference
Wealth Within was co-founded in 2002 by Dale Gillham to provide a range of solutions to support our clients achieve their financial goals.
Our mission has always been "customer first in everything we do" – which means breaking down a lot of the myths in the market that hold individuals back from achieving their financial goals.
5 Stars
Years in business delivering high-quality education
of students rate the quality of education as excellent or very good
of students recommend Wealth Within
The Diploma filled all the gaps I was missing in my trading that I didn’t get from a previous course and I am a lot more confident and achieving my trading goals…
Shiree Gilroy
I would say anyone is crazy not to give Wealth Within a go because the cost of doing the Diploma is only a small amount of money compared to what you get out of it…
Ryan Parks
I am now confidently making 50% returns on my superannuation and my wife’s superannuation all while managing the downside risk.
Matt Nash
The Diploma has given me a level of confidence that I have built the knowledge to be successful with my trading over the long term…
Richard Rowe
Learn How To Master The Stock Market
We’ve proven that the stock market doesn’t reward information. It rewards execution confidence, and discipline, which is achieved by having the right knowledge. That’s exactly what you’ll learn inside this free guide that reveals the core principles of how you can become a consistently profitable trader.
Download The Free Report Making A Difference
Wealth Within was co-founded in 2002 by Dale Gillham to provide a range of solutions to support our clients achieve their financial goals.
Our mission has always been "customer first in everything we do" – which means breaking down a lot of the myths in the market that hold individuals back from achieving their financial goals.