A middle-aged man with gray hair and a beard smiling while talking on the phone, sitting at a wooden table with a MacBook and a notebook, in a bright room with a large window and a potted plant.

1 on 1 Investing Package

Go from overwhelmed to completely confident

HOW DOES IT WORK?

1) THE CALL:

We begin with a 90 min 1-on-1 call. This is essential as every person is different.

We’ll look at your financial goals, risk tolerance, and current understanding of the markets so we can design a clear, step-by-step learning path tailored to your needs.

(See FAQ section below for more details about what we discuss on the call).

2) THE ACTION PLAN

After the call you will receive a document with all the relevant info you need to take to begin investing. This will include details such as:

  • Which platforms you can use for investing

  • What are some of the products you can consider for investing

  • How much you may want to be investing each month.

3) THE FOLLOW UP

I want to make sure you feel supported and confident after our call. You will have:

  • 2 weeks of immediate intensive email follow up where you can ask questions about absolutely anything and I will reply immediately.

  • 6 Months Access to Live Q&A sessions that I will host once a month. These are live video calls where you can ask me any questions. A replay will be available if you can’t make the call.

  • 12 Months email support where you can contact me with any questions/concerns.

PRICING: US $499

WHAT IS INCLUDED

  • 90 Minute 1-on-1 call with me

  • Action Plan to help you get started.

  • 6 Months Live Monthly Q&A Group Call for 6 months.

  • 2 weeks intensive email support after call (ask me anything anytime)

  • Monthly email support for 12 months.

READY TO START?

Simply select your preferred date and time from the secure calendar on this page to instantly lock in a date for the call and secure your 1-on-1 Investing Package.

(If there is an issue viewing the scheduler then please email me at info@thecalminvestor.net)

FAQ

  • This is for people who are ready to invest but are overwhelmed and confused about what exactly to do.

    They want help building a clear plan and the exact steps they need to take to start.

  • Whilst you can start investing at almost any time, I would recommend only booking this call if you have at least $1000 in savings and are in a position to invest at least $200 (or equivalent) per month consistently for a year without it affecting your day to day life

  • In plain English guidance (no complicated financial jargon!), we will discuss your current situation and financial goals and together we will create a specific plan for you.

    What we will address:

    • What are you trying to achieve by investing? Do you have any specific goals?

    • What are your fears/concerns about investing?

    • Which is the appropriate platform/website you should use for investing?

    • What are the exact products/funds you should be investing in?

    • How frequently should you be investing?

    • How much should you be investing each month?

    • What should you do with a large lump sum?

    • What about taxes?

    • How to plan for the next 12 months