How does Teaminvest membership work?



The Teaminvest community operates as a collaborative think tank of rational, experienced and successful investors that are guided by a set of proven investment principles. The value of membership lies in the collective wisdom, experience and expertise of the group as a whole. Currently there is collectively over 1000 years of business, professional and life experience on which to draw knowledge and guide decisions.

Not all people are suited to Teaminvest. Members are selected on the basis of their experience, their willingness to contribute and their investment mindset. We are not interested in those looking to 'get rich quick' or speculate on market price movements.

To establish whether membership is right for you, book for an information session today.

Who are teaminvest members?

Teaminvest members come from all walks of life, but they share several key characteristics:

  • Typically successful people with capital to invest
  • Members personally manage their investments, often under a SMSF structure
  • Members typically take a long term (5 year) view with their investments
  • Target 15-20% compound total returns with low risk
  • Members manage portfolios of at least $250k, but often more than $1m
  • Are active and engaged shareholders who care about the long term viability and success of their investments

We have two types of members, those who are actively involved in our Risk and Price (RAP) workshops and do the 'heavy lifting' and those members who are more passive and are interested in the outcomes but don't have the time or interest in doing the analysis themselves.

If you feel as though you are may benefit from membership, book in for an information session today.

Advantages of membership

The fundamental benefit of membership is the enhancement of your investment returns.

Membership connects you to a network of likeminded investors that posses a wealth of business, investment and life experience. While the outcome of our Risk Assessment Panels (RAP's) provide an invaluable source of investment intelligence, the very process itself acts to stimulate your thinking and broaden your understanding of the business in question.

Members also have exclusive access to Conscious Investor™ the work-horse of our quantitative appraisals. With an enviable record of more than double the market average over the past decade, access to this platform alone justifies membership.

In essence, membership is for those who prefer to control their own money well, rather than paying others to do it badly.

Why apply to join?

Membership is for self-directed investors who are looking to achieve safe, attractive and reliable investment returns. Of course, teaminvest is not for everyone, and as such membership is restricted to appropriate individuals.

Want to learn more?

The best way to learn more about Teaminvest and the benefits of membership is to attend an investor information session.

These sessions run for approximately two hours and cover:

  • The Teaminvest philosophy
  • Conscious Investor™: how and why it works and its track record.
  • Risk and price (RAP) workshops; why they matter
  • Pricing risk and estimating investment returns
  • Examples of stocks that pass our filters and member scrutiny - and why

Moreover, these sessions are a chance for you to ask questions and to provide a good overview of our very sucessfull methodology. Of course should you decide that membership is not for you, we are confident you will find the session both enjoyable and interesting regardless.