Live Sessions That Actually Make Sense
We've been running these webinars for three years now, and honestly, they're some of the most straightforward conversations about investment automation you'll find. No sales pitch. Just real talk about what works, what doesn't, and how to think about putting money to work while you sleep.
Reserve Your Spot
What's Coming Up
These sessions happen monthly, and each one focuses on a specific part of automated investing. We keep them small on purpose because it means people actually get their questions answered.
Building Your First Strategy Without the Stress
Most people overthink their first automated strategy. We'll walk through a simple framework that focuses on what matters and skips the noise. Bring your questions about risk tolerance and asset allocation.
90 minutes • Interactive Q&A included
Rebalancing Methods That Actually Work
There's this ongoing debate about calendar versus threshold rebalancing. We'll show you both approaches with real portfolio examples and help you figure out which one fits your situation better.
75 minutes • Case study review
Tax Considerations in Automated Systems
Australian tax rules can get complicated when you're automating trades. We'll cover CGT implications, wash sales, and how to structure your automation to avoid unexpected tax bills at year end.
90 minutes • Australian tax focus
Sessions You Missed
All our past webinars are available to watch. No gates, no registration walls. Just click and watch whenever you have time.
Portfolio Review: What Three Years of Data Taught Us
Back in March, we did something different. Instead of talking theory, we opened up actual portfolio data from clients who volunteered their results. The good, the bad, and the lessons learned when automation meets real market conditions.
This one ran longer than planned because the questions were so specific. Worth watching if you're curious about what happens when your careful plans meet reality.
Access Recording
Why Our Sessions Feel Different
Look, there are plenty of webinars out there that'll promise you the moon. Ours won't. What they will do is give you honest perspective from people who've been working with automated investment systems since before it was trendy.
We limit attendance to thirty people per session. That's intentional. When someone asks about their specific situation, we can actually address it instead of giving generic advice that helps nobody.
- Real portfolio examples from Australian investors dealing with actual market conditions
- Technical setup walkthroughs that assume you're starting from zero
- Open discussion about what didn't work and why we changed approaches
- Follow-up resources sent after each session for further reading
- Access to our small community forum where past attendees share their experiences