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Wealth Within Investment Services

Invest With Confidence

At Wealth Within, we understand that each investor is unique, and so are their financial goals. That’s why our managed investment services are tailored to meet your specific needs.

Say goodbye to the stress and worry of managing your own portfolio. With our Direct Equity Individually Managed Accounts & SMSF guidance, your investments are in the hands of industry-leading professionals who strategically position your portfolio to seize market opportunities and ensure maximum returns.

Explore Our Managed Investment Services

Individually Managed Accounts

Known as the Direct Equity Individually Managed Account Service, it provides all of the benefits of being a shareholder without the headaches of running your own investment portfolio.

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Self-Managed Superannuation Funds

Wealth Within provides a comprehensive self-managed superannuation fund (SMSF) package to support you in setting up a DIY Super Fund right through to ongoing accounting and auditing.

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Why Invest With Wealth Within?

Proven Strategies for Maximum Returns

Unlike other providers who follow predefined models, our approach focuses on timing the market to maximize returns.

With our active management and disciplined strategies, you can rest assured that your investments will outperform the market and surpass managed funds by 20%.

Our experts, with over 60 years of combined experience, actively manage risks to protect your profits and capital during market fluctuations.

Enjoy Ultimate Levels of Peace of Mind

Managing your own portfolio can be time-consuming and stressful. With Wealth Within, you get the benefits of direct share ownership without the hassle.

Our individually managed accounts provide you with control and peace of mind, knowing your investments are in the hands of seasoned professionals.

Whether planning for retirement or seeking better returns, our services are designed to help you achieve your financial goals effortlessly.

Get Started Today

Join the many successful investors who have benefited from our managed investment services. Experience the difference and take the first step towards a secure and profitable future.

To learn more or speak with one of our consultants, call 1300 858 272 or (03) 9290 9999. Download our Direct Equity Product Disclosure Statement to get started.

Explore Our Services

Making A Difference

Wealth Within was co-founded in 2002 by Dale Gillham to provide a range of solutions to support our clients achieve their financial goals.

Our mission has always been "customer first in everything we do" – which means breaking down a lot of the myths in the market that hold individuals back from achieving their financial goals.

Wealth Within by the Numbers
4.9
Out Of
5 Stars
Overall rating of 672 1st-party & 3rd-party reviews
22+

Years in business delivering high-quality education

93%

of students rate the quality of education as excellent

96%

of students recommend Wealth Within to others

Dominic's advice to anyone who listens is to just do the course because education is the key to your success in the stock market.

Dominic Sasso

What I have learnt by studying with Wealth Within has provided me an unlimited capacity to make money and to be self-supportive…

Anna Mowbray

I lost a lot of money, so I recommend getting educated before you trade because the market will take your money pretty quickly without it…

Howard Bell and Ivan Mihaljevic

The Diploma is an opportunity of a lifetime and people need to take it because it will fast track their ability to profitably trade the stock market...

Nick Milnes

Making A Difference

Wealth Within was co-founded in 2002 by Dale Gillham to provide a range of solutions to support our clients achieve their financial goals.

Our mission has always been "customer first in everything we do" – which means breaking down a lot of the myths in the market that hold individuals back from achieving their financial goals.