Well One

You'll benefit from monthly meetings where Steve, Tom and Jacob mentor you on the precise strategy and its nuances, empowering you to manage it independently. This hands-on guidance ensures you grasp the intricacies of our approach, equipping you with the knowledge to apply it effectively on your own.

You'll gain online access to the core principles of Well One, allowing you to learn at your own pace. This flexible approach ensures you can thoroughly understand the fundamentals, adapting the learning process to fit your schedule and pace before you join the coaching calls.

With Well One, master the application of our eight timeless principles tailored for navigating shorter stock market cycles. This foundational knowledge will guide your investment decisions, ensuring you're well-equipped to thrive in the fast-paced financial environment.

Enjoy 12 months of access to Investing Essentials, keeping you up to date of the latest in the investing world and providing insights into our investment choices. This valuable resource ensures you stay informed and aligned with current market trends and strategies.

Our investment strategy is tailored to generate consistent income, perfect for covering day-to-day expenses such as rent, mortgage, car payments, and groceries. By adopting an active approach to stock market trading, we focus on short-term gains that can be regularly withdrawn to meet your immediate financial needs. This method ensures a steady flow of income, providing you with financial flexibility and peace of mind, knowing your everyday expenses are taken care of through strategic investments.

Well One is designed for efficiency, requiring less than 5 minutes of your time daily. It's not a "set and forget" approach; rather, it involves quick, daily check-ins to ensure optimal performance. This active management allows you to stay engaged with your investments without consuming significant amounts of your time, making it ideal for those looking to balance a busy lifestyle with effective financial growth.

This year a Well One client with an initial investment of $100,000 saw significant gains, generating $30,000 in profit over the course of a year. This approach is particularly designed for those seeking to supplement their income for living expenses.

Integrates seamlessly with the first tier of our three-tier wealth strategy, designed for rapid wealth generation. This initial acceleration enables the assets in Wells Two and Three to benefit from compounding, setting a solid foundation for sustained financial growth.

Our approach leans towards quantitative analysis, incorporating a mildly technical perspective with less emphasis on fundamental analysis. We utilize the CAPE (Cyclically Adjusted Price-to-Earnings) ratio and other alternative indicators to inform our investment decisions, balancing data-driven insights with strategic market evaluations.

Ensures sustained market engagement, even when other investment wells are held in cash. We capitalise on market volatility to generate profits, leveraging fluctuations to secure returns while maintaining a balanced investment approach. This method allows for continuous interaction with the market's dynamic landscape, optimising income potential across various investment stages.

Our strategy prioritises minimising losses during bear market drawdowns, employing robust risk management techniques to protect your investment from significant downturns. By strategically adjusting our positions and employing defensive measures, we aim to safeguard your portfolio, ensuring its resilience against market volatility and preserving capital in challenging times.

Our approach facilitates both short and long-term wealth accumulation, by strategically balancing growth opportunities with risk mitigation. This dual-focus ensures that you can build your wealth steadily over time, while also taking advantage of shorter-term market movements to enhance your financial portfolio.