3-Day Portfolio Makeover Challenge
Learn how to optimize your investment portfolio to actually make money from your investments. Get the knowledge, tools and resources you need in 3 sessions over 3 days.
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Optimize Your Portfolio
Learn how to build your investment portfolio for growth and to serve your goals.
Create A Clear Strategy
No more investing on a whim - build a winning strategy that suits your needs using our step-by-step guidance.
Make More Money
Confidently makeover your portfolio into one that balances risk and reward, putting you in the best position to earn.
Let Us Help You Build A Profitable Portfolio
In 2017, we began investing on a whim. Afterall, it was the talk of our circles and we didn't want to miss out on an opportunity to start building wealth for our family.Â
We quickly found out that investing in everything that sounded good was not the best way to actually make money. Why? Because it meant our funds were stretched across multiple assets, resulting in lower yields per asset.Â
So, we fixed the problem. We got clear on our goals, built out a strategy that supported our goals, rebalanced our portfolio and actually started earning meaningfully from our investments.Â
This has allowed us to navigate some very challenging times without losing our financial cushion, enabling us to rebound much quicker than before.Â
Now, we want to help you to do the same.
Join the 3-day Portfolio Makeover Challenge and get your portfolio in shape for a fruitful future.
"I made adjustments to my portfolio based on what I learned, and I’ve already seen positive growth. More importantly, I now have peace of mind with the investments I’ve made. I’ve realigned my portfolio with a focus on income stocks, while also understanding how to balance capital gains and value stocks.
I’m truly grateful for this experience and the knowledge I’ve gained."
- CG -
“I have not only seen improvements in my knowledge of investing, but I am now budgeting, I am handling home affairs better, my other business better, more organized, more efficient, seeing more realistic returns. I scaled down from having 8 stocks to having 3 for now and rebalancing is necessary for better returns...
I am making better financial decisions and my confidence has increased.”
- CE -
Portfolio Makeover Challenge
Create the portfolio you want on your journey to investing with confidence.
REGISTER NOW