Grow your portfolio with
experts to guide you
Eliminate the guesswork in your investments. Let us research the data, do all the legwork, devise a strategy,
and make recommendations for your investments—the only thing you have to do is pull the trigger.
You don’t have to grow your portfolio alone.
Our experts are here to help you make the right investment decisions. They’ll conduct all the research, select from various investment options, devise a strategy consistent with your goals, and present you with tailored recommendations.
All you have to do is give the green light and watch your investments grow in your sleep.
"Successful investing is about managing risk, not avoiding it."
– Benjamin Franklin
How we help
We help our clients through 6 key steps.
Step 1
Understand your goals and portfolio
The first step is a goal-planning session. We’ll delve into your long-term goals in detail and assess the current status of your portfolio. Additionally, we’ll evaluate your financial position and risk tolerance to determine your most suitable investment options.
Step 2
Build your master plan
The next step in the journey is to create your master plan, identifying what we call your “financial freedom number.” This number is based on your current lifestyle expenses. The master plan is designed to keep the big picture in mind for you.
Step 3
Research & develop your strategy
Once we’ve built your master plan and defined your end goals, we’ll develop a strategy to help you execute it.
This can involve various actions depending on your financial situation—whether it’s eliminating debt, maximising leverage, or investing in other assets. We’ll handle all the research, crunch the numbers, and make recommendations. All you have to do is sit back, wait, and eventually…
Step 4
Make decisions
Once we’ve presented recommendations to you, you’ll need to make the ultimate decision. Do you move forward on our recommendations?
We are more than happy to revise our recommendations, conduct further research, and do whatever we have to do so you can make an informed decision.
Step 5
Protect and grow what you build
We don’t just help you grow your portfolio. We help you protect it.
We’ll devise strategies for you to safeguard the assets you’ve acquired and work out ways to grow your investments over the long term.
Step 6
Measure your progress
Investments are not ‘set-and-forget.’ We’ll consistently measure your progress to ensure your investments never fall off the wagon.
With us, you’ll never have to go through the journey alone.
Ready for this?
Understand your goals and portfolio
The first step is a goal-planning session. We’ll delve into your long-term goals in detail and assess the current status of your portfolio. Additionally, we’ll evaluate your financial position and risk tolerance to determine your most suitable investment options.
Build your master plan
The next step in the journey is to create your master plan, identifying what we call your “financial freedom number.” This number is based on your current lifestyle expenses. The master plan is designed to keep the big picture in mind for you.
Research & develop your strategy
Once we’ve built your master plan and defined your end goals, we’ll develop a strategy to help you execute it.
This can involve various actions depending on your financial situation—whether it’s eliminating debt, maximising leverage, or investing in other assets. We’ll handle all the research, crunch the numbers, and make recommendations. All you have to do is sit back, wait, and eventually…
Make decisions
Once we’ve presented recommendations to you, you’ll need to make the ultimate decision. Do you move forward on our recommendations?
We are more than happy to revise our recommendations, conduct further research, and do whatever we have to do so you can make an informed decision.
Protect and grow what you build
We don’t just help you grow your portfolio. We help you protect it.
We’ll devise strategies for you to safeguard the assets you’ve acquired and work out ways to grow your investments over the long term.
Measure your progress
Investments are not ‘set-and-forget.’ We’ll consistently measure your progress to ensure your investments never fall off the wagon.
With us, you’ll never have to go through the journey alone.
Ready for this?
Here’s what people say about working with us:
Frequently Asked Questions
While we do the research and show you how we came up with the selected options, the ultimate decision to invest is yours. That’s the beauty of this done-for-you service. It saves you the time required to find the appropriate assets to invest in, while also building your confidence. When you pull the trigger, you’ll know why you did it and how the investment was determined.
Any investments that we research for you and recommend will be aligned with the plan we developed together, designed to achieve the goals you shared with us during the onboarding process. You can be sure that we won’t research anything that is not in alignment with your goals.
Perfect! Our done-for-you program is exactly what you need. Whether you are experienced with investing or not, our done-for-you program will teach you how to invest like the wealthy. It provides the research to support smart investment decisions, getting you up and running much quicker than if you tried to do it on your own. And let’s face it—doing it on your own hasn’t worked up to now anyway.
We love working with people who have already accumulated assets of their own.
If you are looking to supercharge your results with processes, tools, decision-making models, and a strategic plan to achieve your desired outcome quicker, we’re perfect for you.
You absolutely can! You can speak with Andrew Woodward, founder of the Investor’s Way, and learn more about how we can help. Just click the button below and book a call.
Let’s get started.
It’s time to secure your financial future so you can live life on your own terms!
