Invest Confidently
Make Informed Choices
Reach Your Goals
What is Expert Guided investing?
Expert guided Investing is a risk-smart and thoughtful approach designed specifically for curious investors aged 50-70 who are ready to move beyond market anxiety and build genuine investment confidence.
We understand that investing at this stage of life feels different. You’ve worked hard for your financial security, and the thought of market volatility can feel overwhelming. That’s exactly why we created a supportive community where you’re never navigating these decisions alone.
Our peer-supported guidance connects you with fellow investors who share your concerns and aspirations. Together, you’ll learn professional-grade strategies through clear, actionable steps that respect both your experience and your need for security. No confusing jargon, just honest guidance from people who genuinely understand your journey.
We’ve walked alongside hundreds of investors just like you, helping them transform worry into wisdom and uncertainty into confident action. Many have shared how relieved they felt to finally have a clear path forward, surrounded by others who truly understand their concerns.
Your financial peace of mind matters to us. We’d be genuinely honored to support you on this important journey toward investment confidence
Nic Denham
Managing Director
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We exclusively invest in stocks that are great, or have the potential to be great — simple.
By strategically aligning with the most significant trends we discover stocks that exhibit resilience against market volatility, and remain relatively unaffected by booms and busts.
We’re all about unearthing growth & income opportunities in the 2020s and beyond.
We coach and mentor investors of all skill levels on how to build a market-beating portfolio of great stocks and ETFs. Imagine having the confidence to invest like a pro without spending years learning the ropes.
Our team provides you with exactly what to buy, when to buy it, and how much of it to buy. You can mirror image exactly what Kirk Spano does and achieve professional investing results, even if you're new to the market.
With our 3 model portfolios and 4 research portfolios, you'll have a blueprint to follow. Written stock reports and in-depth analysis keep you informed, while our macro analysis and quarterly game plans ensure you're always a step ahead.
Weekly insights on key holdings with buy and sell alerts provide valuable information for investors looking to make informed decisions about their stock portfolios. These reports are designed to highlight significant movements and potential opportunities in the market, ensuring you are always equipped with the latest and most relevant data.
That means you can proactively manage your investments and react swiftly to market changes, keeping you one step ahead in the financial landscape.
Updated quarterly, our Growth and Dividend Model Portfolios provide our investors with a carefully curated selection of the very best companies we currently own or plan to buy in the next 12 weeks. These portfolios serve as a strategic tool, helping you identify stocks approaching optimal buying conditions, enabling smarter, more timely investment decisions.
Now you can enhance your investment strategy by focusing on these high-potential stocks, optimising your portfolio's growth potential and minimising risk associated with timing the market.
Quarterly reports to align asset allocation with trends provide an extensive overview of the global market trends and help investors adjust their asset allocations accordingly. This ensures that your investments are always aligned with the broader market movements and sector dynamics, optimizing your investment strategy in response to shifting economic landscapes.
Now you can leverage these insights to ensure that your portfolio is not only reactive but also proactive in capitalizing on global trends.
Access to webinars supporting weekly and quarterly updates allows investors to deepen their understanding of market dynamics through direct interaction with financial experts.
These sessions serve as a platform for learning, discussion, and clarification on various investment topics, ensuring you are well-informed and confident in your investment decisions. Now you can continually enhance your knowledge and skills, staying relevant in a fast-evolving financial environment.
The Fundamental Trends 4 Step Investment Process is paramount to our approach to investing, in this e-book you learn the importance behind identifying long-term secular trends and understand the dramatic effects government and central bank policy have on the markets.
Learn when to use industry and company fundamentals, what price trends tell us and how to bring all of this together in your investment game plan.
Standing out from the crowd
I find the massive amount of free investment advice on the Internet quite confusing. I still read headlines but I get the essential information from my subscription at Fundamental Trends.
Kirk Spano gives well documented expert advice and Kirk has the ability to point you in the right direction. I have been a subscriber for more than 5 years and I have learnt a lot from Kirk (and associated experts, which is included in the subscription). Kirk Spano explains how "the Market" works and that is very helpful when you sit frustrated with a "Market" that is all against you.
I am happy to be a member of the FT community.
I will recommend this service any time.
- Claus B
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Disclaimer:
The information on this website is general in nature and neither takes into account personal objectives, financial situations or needs of any person nor constitutes investment advice. All opinions, conclusions and forecasts are reasonably held at the time of compilation but are subject to change without notice. Educational materials are not substitutes for professional advice. Past performances are not necessarily indicative of future performances. No representation or warranty of any kind, express or implied, made regarding the accuracy, adequacy, validity, reliability, availability or completeness of any information on this website or the associated social media pages.
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