“Those who keep learning will keep rising in life.” – Charlie Munger
- WHO WE ARE
THE INVESTOR UNITY DIFFERENCE
Investor Unity Pty Ltd was officially launched in 2012, following on from my career with some of the world’s largest derivatives firms of their kind.
IU’s original role was to act as an intermediary between the investment and trading community, including its own clients, and the industry itself; a self-appointed industry watchdog and reviewer, of sorts.
Having spent the first two years working with external investment managers and analysts, the decision was made to begin directly servicing clients, wherever possible – but particularly in the areas of managed trading services; complemented and enhanced by market analysis and education.
IU’s main trading/investment strategy was derived from a long-time-successful personal approach to the markets. Strengthened through industry-insider experience, and with refined risk and money management principles, it was first made available to select clients in late 2015.
‘Crossroads,’ as the strategy came to be known, with its core principles in tact, has since evolved to cover major global and local markets, in the form of fully and semi-managed services and automated trading – along with recommendations/alerts, analysis and education.
THE IU DIFFERENCE
Since I first ‘officially’ began my Financial Markets career in ’06, becoming licensed in Securities & Derivatives, I’ve seen major developments take place; both in the markets themselves and at a technological and industry level.
Nonetheless, one constant has remained:
Clear and honest guidance is extremely hard to find in such a highly self-interested industry — while Australian investors continue to rightfully expect little more than a straightforward, factual and logical approach, in order to make the best possible financial decisions for themselves and their families.
Investor Unity Pty Ltd was officially launched in 2012, with the exact aim of overcoming these challenges, as faced by far too many.
IU is not beholden to any broker, market, strategy, firm nor approach. My exclusive focus is upon helping clients achieve their aims, beginning with the first and most crucial step of all — finding clarity.
- WHAT WE DO
Managed accounts are our core business - for those looking for a tailorable & reliable hands-off investment.
● Streamlined account structure
● Unbeatable transparency
● Fully secured, separate account structure, with funds withdrawable only by the client
● Significant industry out-performance
● Safety & defensiveness focussed
● Tailorable risk
to those wishING to take a hands-on approach, we provide quality-focussed analysis, coaching & education.
● Based on principles employed for our managed clients, for local & Major Global Markets
● Quality-focussed, empowering insights only
● Structured education for those looking to go it on their own
● Local & Major Global Markets
● For beginners to seasoned investors/traders
● FREE and VIP Memberships available
- HOW TO LEARN MORE
GET IN TOUCH
From the absolute basics to the complex, we're here to help you make the right decision for yourself. Reach out for a friendly, no-nonsense initial discussion:
Take a few seconds to join as FREE a guest member, for access to live + recorded market updates, education & more.
For those considering managed and/or self-directed services, who wish to learn more.
- LIVE EVENTS
- KEY LINKS