A different learning experience…building wealth from the ground up
Building a portfolio requires careful stock selection, asset allocation, and risk management to maximize returns. Understanding your financials through peer-to-peer review is a worthwhile investment.
Portfolio Review
Personalized sessions developed by our experts which include strategies and techniques design for you, taking into account your learning skill and current financial position.
1 : 1 Private Coaching
Learn how to design and construct your own equity portfolio using the basic practical knowledge obtained to achieve lifestyle desired.
Courses
Let's Design Your Wealth
Instead of watching your money sit in a savings account, you could learn how to make it grow through smart investing and create wealth for lifetime
It’s your turn to take control of your money. Learn how to invest with confidence and finally build real wealth.
“I made my first stock trade with confidence—no second guessing, just strategy.”
“I went from knowing nothing about stocks to creating a beginner-friendly portfolio I’m proud of.”
“I have a plan for my money that includes saving, investing, and growing wealth.
"I finally understand how to invest without feeling overwhelmed or confused"
Our 1:1 Private Coaching is designed to give personal guidance, and specific knowledge to confidently invest, trade and build wealth.
1 : 1 Private Coaching
This six-week interactive course offers clear and proven techniques on how to build an equity portfolio.
Course
It offers a multitude of benefits for the person receiving feedback on his/her investments. Peer reviewers can easily spot inconsistencies, weaknesses and provide concrete suggestions for improvements, making revisions more focused and effective.
Portfolio Review
Over the past 25 years of working with Novelette Graham Hart, she has impressed me with her wealth of financial knowledge , trustworthiness and her astute business acumen!
I worked together with Novelette for many years at one of the Big 6 Banks. She was my first choice of retirement specialist partners to connect with our clients. She successfully lead many of our branch investment seminars with her practical, common sense approach and always showed simple ways to make your money grow. You could count on her for insightful information and guidance, not to mention her great smile!
With her pleasant demeanour, she simplifies the most complicated financial term for the babe to comprehend. She’s my go to person for my financial advice. She’s a proven winner everytime.
