Alumni ยท after your first year
You have the framework. Now keep it sharp.
Alumni is for members who have finished their first twelve months with TMM and want to keep the founders in their corner. Less building, more steering: monthly portfolio calls, a deeper review each quarter, and a room full of people who invest the same way.
General advice only. By invitation, after a conversation.
Talk to us about AlumniThe Alumni year
A year of steering, quarter by quarter
Less building, more steering. Regular portfolio calls, a proper deep dive each quarter, and more contact when markets get extreme.
A regular rhythm with the founders, and more often when markets are at extremes.
A proper one-on-one review of your framework every three months.
Our read on markets every week, included in Alumni.
Your year, month by month
Quarter 1
Reset for the year
Look at what has changed in your life and in markets since you started, and agree what the year ahead needs to focus on.
Quarter 2
Check the settings
Is the framework still doing its job given where valuations sit? A deep dive on the parts that matter most right now.
Quarter 3
Stay the course
The quarter where discipline gets tested. Monthly calls keep you honest, and we step up contact if markets turn.
Quarter 4
Year in review
A full review of the year, and an honest conversation about whether another Alumni year makes sense.
Running all year
Still part of the inner circle
How you get here
A conversation, not an auto-renewal
Alumni starts once your first twelve months with us are done, whichever program you started on, and only if it makes sense. Some members leave confident to run things on their own. Most choose to keep going.
Talk to us about AlumniCall timing is indicative and shaped around each member. TMM provides general information and education only, not personal financial advice. Total Money Management | AFSL 568642.
Alumni membership
Same membership, three ways to pay
Pick whichever suits your cash flow. Not sure Alumni is the right next step? Talk to us first.
