Professional Documents
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Before we get started, let me And I have to proudly say that our clients
introduce myself. My name is Dale have achieved just that – having
Gillham and I have been in the supported more than 6,000 Australians to
investment industry for over 20 years achieve their financial goals and I look
including banking, financial forward to the opportunity of helping
planning, share market education and you achieve the results you desire.
professional trading. During that time
I have assisted traders and investors
around Australia to become confident
and profitable in the share market.
Tired of an industry saturated by
quick fix gimmicks and expensive
short-courses, I co-founded Wealth
Within to provide ‘genuine’ education
and independent investment advice to
traders and investors who have
become disillusioned by the market
for one reason or another.
Why Invest Or Trade In The Share Now imagine what your returns could
Market? have been like if you had known what
you were doing. Had a plan. Had a
Investing or trading in the share market roadmap.
can help secure your financial future. In
fact it doesn’t matter whether you are Below is a chart of the Australian All
investing for capital growth or to fund Ordinaries Index from 1982 to February
your lifestyle via income, taking the time 2007. During this time the Australian
to learn how to trade will be one of the market rose from a low of 443.10 points
best investments in yourself you will ever to a high of 6024.70, which represents a
make… because no one will look after gain of around 1259.67% in 24 and half
your investments like you. years excluding income from dividends.
The fact is that over any 10 year period your money will grow at an average rate of 13% per
annum including dividends simply by investing directly in the share market – with higher
returns possible if you learn how to trade the market.
We have clients who consistently return 25%+ year in, year out - simply because we teach
them what to do and how to do it.
But there are some things you need to know even before we get to that stage.
Simple strategies I have developed and taught over the years to help our clients achieve
financial independence.
Remember, no bells or whistles, just key strategies that will make a difference to your
success in the share market.
Strategy # 1
How To Stop Losing And Start Making Money
The desire for financial independence is a And this is why having a support
goal many aspire too but few actually network, a team to back you up, to
achieve. And if you are going to be one answer your questions that can make all
of the few that do, it is vital that you the difference between success and
understand this concept. failure.
While you may be saying “I’ve heard it all Ok. So you have the knowledge. Have
before” … the reality is there are two the discipline to save money. But the
primary reasons people never reach their shares you invest in still don’t return what
goal: you expect.
Looking at the ASX example above, But I promise you, it is also a strategy
there were many times when even though that few people seem capable of
you were making money during the 24 following.
year period, you could have made a heap
more by simply knowing when to be in By knowing how to cut your losses, you
or out of the market. will reduce not only the losses on your
capital but also lost opportunity costs.
‘Cutting your losses short and letting your
profits run’ may be a strategy you’re
familiar with, and acknowledge as a
successful way to create wealth.
Strategy # 2
Have A Plan...
Yes I know… how many times have you So stop for a moment right now. Go on.
heard this? And be honest with yourself. Because if
this is you, you need a budget - a vehicle
Yet I cannot tell you over the years how that will allow you to lay the foundations,
many thousands of people have asked me so that with time you can invest and get
to show them how to create wealth ahead.
through trading. And you know when I
press further I discover that whilst they And whilst you maybe thinking you will
desire financial freedom what many really have to restrict you’re spending…that it
want is just to get out of debt. will be too hard… let me assure you it’s
not.
Let alone invest.
It’s just a change in the way you need to
approach your finances and there are
many excellent books available in the
market place that can help you achieve
this.
Strategy # 3
12 Strategies to Supercharge Your Share Market Success...
And if you have any hang ups regarding starting off. Stocks that will appreciate in
money then you may find that you self value. If stocks are not highly liquid
sabotage your trading to ensure you (regularly traded), don’t pay a dividend,
remain at a level you feel comfortable and have no assets then it is highly
with. I mean we have all heard the stories unlikely their share price will increase in
of the lottery winners who have nothing value. Because if we think about it
left after only a few short years. logically, they are just too great a risk.
I am sure you’ve heard it all before, but Many people, when they first start to
trading success really is 20% technical think about increasing their wealth
knowledge and 80% attitude. through investing or trading in shares, are
drawn to highly leveraged markets like
options or CFD’s (Contracts for
Difference). Hoping they will be able to
retire from their day job in a couple of
months.
6. Test your trading plan to ensure your trading plan to ensure they work for
it works for you you.
Most traders like to make trading more It will make your trading easier as you
complicated than it should be suffering become more confident and familiar with
‘paralysis by analysis’ and swamping their the strategies and techniques that work
charts with a multiple of indicators. for you, as well as allow you to remove
the ‘clutter’ from your charts and your
But here’s the thing. Whilst you may need head.
to learn various methodologies in order
to learn what works best for you and the
I understand how frustrating it can be And please don’t make your decisions on
when you decide to embark on who you trust and how you learn, lightly.
something new, like share investing or
trading - because at one time I was there But if the thought of being in charge of
myself. your own financial future is a goal you’ve
always dreamed about… if you know that
There are many who will offer you a ‘sure what your doing now is not going to get
fire’ system, their own little ‘black box’ you there then I urge you please keep
that they claim will take you from rags to reading because what I am about to
riches in only a few short months. But let share with you is completely unique to
me be clear. Like anything worth doing in the Australian Financial Market Place.
life, it takes time to learn how to trade
profitably and consistently, so you will
need to make a commitment and put in
the effort. Don’t expect to do an hours
work a week and be a millionaire in four
months.
But whatever your reasons, I am sure you realise that we do things very differently to every
other share education and investing company in Australia.
For a start we are able to offer our clients a choice. A choice no other share education or
investment company can.
1. Self Education
Through Australia’s ONLY Fully Government Accredited Diploma and Advanced
Diploma of Share Trading and Investment
Or
2. Investment
Individually Managed Account Services with audited returns of over 25% (before
gearing) - we do all the work and you get all the results
Represents the average annual change in capital value per annum net of fees and brokerage. Assumes
reinvestment of income. 4 year return to 6 Apr 07. *Geared to 50%.
Past Performance is no indication of future performance.
These are the same professional traders and analysts who manage the portfolios for
our clients. Your questions and enquires will always be answered efficiently and
promptly so you never feel like you’re on your own.
• Internet Forums
Ask any question you want about the methodologies being taught and watch live as
the traders answer them on the charts right in front of you. Designed as interactive
sessions you are able to ask questions as they arise and have them answered straight
away. So it really doesn’t matter where you’re located in the world.
• Webinars
Designed to support the information you’re learning in the modules this series of
webinars allow you to see first hand how we apply the techniques we are teaching
you in the diploma.
To enable you to achieve your financial goals in the share market, we give you the
right combination of services that will ensure you achieve the success you desire.
Special Offer...
Enrol in the Diploma of Share Trading and Investment in the next 14 days and receive
$1,165 worth of additional value. That’s right, enrol in the next 14 days and we will include
absolutely FREE:
• State of the art trading software valued at $945. Receive the Market Analyst
Professional Edition - the ideal tool for the serious trader;
If you would like more information about exactly what is contained in our competency
based diploma modules and the comprehensive support services you receive click here now
or call one of our Client Services Consultants on 1300 Share Trade (1300 742 738) to take
advantage of this special offer NOW.
Represents the average annual change in capital value per annum net of fees and brokerage. Assumes
reinvestment of income. 4 year return to 6 Apr 07. *Geared to 50%.
Past Performance is no indication of future performance.
As a boutique investment company in the Australian market place we are able to offer you
outstanding service rarely experienced in the financial market. With every individually
managed portfolio able to offer you the following benefits:
Your risks are minimised and returns Self Managed Super Funds…
increased
Our Managed Portfolio’s are perfect for
The portfolios are tailored specifically to those with a Self Managed Super Fund
you and your risk profile. You also have who want all the benefits… such as
the option of leveraging your account income, capital growth… you receive by
using margin lending (not applicable for owning the shares in your own name and
Superannuation Accounts) or the equity NONE of the hassle of having to do the
in your home to maximise your returns. work yourself. Leaving you free to enjoy
life, play golf, go on holidays… without
worrying about your investments.
John S, Melbourne
Fred S, Sydney
Dale I subscribed to your Course in
February of this year and I am already
making money by adhering to your To anyone who desires support and the
trading rules. I wish I had heard about it development of technical knowledge in
12 months ago!!!! I would have been able trading/investing in the stock market, I
to afford a family holiday to Europe!!!! highly recommend Wealth Within as an
organization that will provide the
Bill P, Brisbane necessary support and expertise to ensure
you profit from the market.
I really wish I had this material when I I really don't know where to start to
was getting started in the share market as thank Dale and his team for their
it would have saved me a lot of money fantastic support and assistance
and taught me great trading habits right throughout the course. I had done a few
from the beginning. other courses, but Dale has simplified the
training in his course without leaving
Your support makes the task of trading anything out in regards to the art to
far easier and less stressful. I highly trading. My returns are sitting in the 32%
recommend the program as the range and I have been so impressed with
structured modules and ongoing support the overall scope of the course that I
provide a clear pathway to understanding have been recommending my family and
the share market. friends to take hold of the steering wheel
of their financial future and make a
Alan O, Shepperton positive step forward.
Doug C, Sydney
I just wanted to take a moment to give
praise where praise is due. Please give
yourselves a pat on the back. I just
checked my portfolio of eight stocks
bought solely on your weekly report
recommendations and they are 19.7% in
profit with the first of them bought just 5
months ago! Annualised that's 47.28%.
When I think what the banks offer as a
return on investments, I just want to hug
you.
Ian M, Melbourne
We look forward to the opportunity of supporting you achieve your financial goals.