A structured 12-month journey to portfolio clarity and discipline
For successful professionals aged 35โ55 who are serious about building a long-term, structured stock market portfolio โ and want the frameworks and guidance to do it properly.
Built for investors who are serious about doing this properly.
This is not for beginners. It's for professionals and founders aged 35โ55 who have built meaningful capital and want a structured, disciplined framework for managing and growing it โ not tips, not noise, not guesswork.
You have capital ready to work harder
Through a career, business or property โ you have meaningful assets and want them deployed more systematically across the stock market and superannuation.
Protecting capital matters as much as growing it
You've worked hard to build what you have. You don't want to guess your way through volatility โ you want a repeatable system for protecting and compounding.
You're starting to think generationally
This isn't just about your retirement. You want a portfolio and a mindset that sets your family up โ not just yourself.
You want a framework, not opinions
You're done with market noise. You want an evidence-based process that gives you conviction when markets move and calm when others are reacting.
What you'll have at the end of 12 months
A structured, clearly understood portfolio framework built around your situation and goals. You'll know how to read market cycles, rebalance with discipline, and protect capital through volatile periods. Most importantly, you'll have the frameworks to make confident investment decisions yourself โ for the decades ahead, not just the next market cycle.
Two phases. One continuous progression.
This is not a course with a finish line. It's a structured 12 months of guided implementation โ each phase building on the last. Click each phase to see what we work through together.
We start by understanding your current portfolio, your goals, and how you think about money and risk. From there we work through the same frameworks we use ourselves โ principles you apply to your own portfolio in real time as we build it together.
This is where the framework meets reality. We stay close as markets move โ helping you execute with discipline and make considered decisions when others are reacting. As the year closes we zoom out, reviewing what the market taught us and thinking about the longer arc for you and your family.
Eight principles. Back-tested. Applied every day.
These aren't abstract concepts. They're the exact principles Steve, Jacob and Tom apply to markets every week โ refined over decades and built into every stage of the journey.
Systematic Investing
Remove emotion from the equation. A repeatable process gives you conviction when markets are uncertain and others are reacting.
Risk Hierarchy
Understanding what type of risk applies to your situation โ and structuring your portfolio to handle it โ is the foundation of everything we build.
Market Cycles
Markets move in cycles. Knowing where you are โ and what to do at each stage โ separates confident investors from reactive ones.
Macro Valuation
Earnings yield, CAPE ratios and macro signals tell you whether markets are expensive or cheap โ and when to act versus when to wait.
Investment Psychology
Most investing mistakes are behavioural, not analytical. We address groupthink, emotional bias and decision-making under pressure.
Diversification & Asset Allocation
True diversification means structuring across asset classes, geographies and risk profiles with intention โ not just owning a lot of different things.
Buy Low, Sell High
Systematic rebalancing turns volatility from a threat into an advantage โ buying more when assets are cheap and trimming when they run.
The TMM ETF Strategy
A back-tested, systematic approach to global market rotation using ETFs โ straightforward to implement and powerful over time.
Three ways to work with us. One framework.
The framework is the same at every level. What changes is the depth of access, the frequency of personal guidance, and how closely we work alongside you throughout the year.
- โFull access to TMM Strategy modules
- โ12 months of monthly group sessions
- โ3 private 1:1 sessions โ onboarding, mid-year & final review
- โLive market commentary via podcast & newsletter
- โTMM community access
- โCore eight-principle framework
- โEverything in TMM Strategy, plus:
- โ7 private 1:1 sessions โ frequent portfolio reviews & check-ins
- โPriority access to the team between sessions
- โDeeper portfolio analysis โ super, asset allocation & structure
- โFamily capital & multi-generational planning discussions
- โQuarterly portfolio positioning reviews
- โEverything in TMM Direct, plus:
- โ12 private 1:1 sessions โ monthly portfolio stewardship
- โFull strategy access โ every framework and tool TMM uses
- โDirect line to Steve, Jacob & Tom throughout the year
- โAdvanced strategies โ volatility management & ETF rotation
- โBespoke portfolio framework built around your situation
- โPriority placement in future TMM programs & events
| What's included | Strategy $1,900 |
Direct $7,500 yr 1 |
Executive $15,000 yr 1 |
|---|---|---|---|
| TMM ETF Framework | โ | โ | โ |
| Full 8-principle framework | โ | โ | โ |
| Monthly group sessions (12 months) | โ | โ | โ |
| Live market commentary | โ | โ | โ |
| TMM community access | โ | โ | โ |
| Private 1:1 sessions | 3 | 7 | 12 |
| Quarterly portfolio reviews | โ | โ | โ |
| Priority access to the team | โ | โ | โ |
| Superannuation & family capital planning | โ | โ | โ |
| Full advanced strategy access | โ | โ | โ |
| Direct line to Steve, Jacob & Tom | โ | โ | โ |
| Bespoke portfolio framework | โ | โ | โ |
Not sure which level is right for you?
Start a conversation. We'll give you an honest view on where you are and which level makes the most sense.
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