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In the Media

The following is a sample of where Wealth Within has been profiled in the media.
Prepare for New Market Swerve
Geelong Advertiser - 07 Jul. 12

When building a portfolio of shares, we are traditionally taught to buy stocks in different sectors and to diversify with large numbers of individual shares. I have always been challenged by the logic behind this concept, especially when you consider it is based on the theory that about a third of your portfolio will be rising, one-third falling and one-third going sideways at any one time. Any investor would rather hold only the rising shares, which is why I teach in my book how you can sell falling shares and actually increase your portfolio returns. Sounds simple, and yet this is an approach that sadly is not well understood...

Telstra Offloads its NZ Operations for $670m
The Age - 03 Jul. 12

Wealth Within investment analyst Janine Cox said the company's share price had been rising over the past four months, and was expected to peak at $4.20 a share in the next few. "It's [due to] the fact that it was already in a nice uptrend, which is a good selling story for the brokers," Ms Cox said. "The fact that this news has come out and that there's a dividend coming up just bodes well for Telstra." Telstra said it would return about $NZ490 million ($A380 million) in cash from the sale to the company using a special dividend. The company said it would book a separate charge for foreign exchange losses...


Share Market Investors Urged to Keep Faith
Daily Telegraph - 25 Jun. 12

Dale Gillham, chief analyst of private investments company Wealth Within, says there are typical signs pointing to a market bottom. And a move above 4,200 points would confirm an upward trend, he said in a statement. "If this occurs, then I expect we will see a rise through to 4,300 points and, possibly, higher in the next month,'' he said...

Big Guns Take More Investment Risk
Courier Mail - 16 May 12

Wealth Within analyst Dale Gillham says the survey offered an insight in to the strategies of big investors. "There is an old saying that the professionals buy at the bottom and sell at the top - and that the amateurs buy at the top and sell at the bottom," Gillham says. "Big investors are just that, big and therefore are very slow to move in and out of an asset class. “Given, this, mum and dad have a huge advantage over the big investors as they can move quickly in and out of shares or cash...

Shares the Winner Over Property in Asset Battle
Herald Sun - 05 May 12

Profits and annual returns might see-saw between the two asset classes on a regular basis, but the ability to see what’s happening during transactions and to buy and sell quickly are more important, according to fund manager Wealth Within analyst Dale Gillham. When it comes to these two investment issues, shares are streets ahead of property, Mr Gillham says. "Putting returns aside, important issues for investors are liquidity and transparency. There is no competition when it comes to liquidity and transparency between shares and property as the share market wins hands down on both," Mr Gillham says...

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.

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Wealth Within by the Numbers
4.9
Out Of
5 Stars
Overall rating of 731 1st-party & 3rd-party reviews
22+

Years in business delivering high-quality education

93%

of students rate the quality of education as excellent

96%

of students recommend Wealth Within to others