independent investment education and mentoring

Directors: Dr David and Rebekah Worrall
(Established 2002)


We offer independent education and mentoring for people who want to create, balance and control their own financial investments without the considerable overheads of employing financial advisors and fund managers who can find it hard to balance their fundamental obligation to always act in the clients’ best interests (fiduciary duty) and their own financial interests. We have a particular interest and experience in teaching young adults how they can take advantage of their potentially long-term investment horizon for maximum returns.


The internet is now ubiquitous, and market data previously only available to the those in the finance industry, are now available to all. However, education is needed to sieve time-sensitive individually-relevant information from all that data. We have more than fifty years of experience in education and mentoring at the highest levels in both public (university) and private sectors around the world; specializing in empowering them, through practical examples, to develop the skills necessary for them to make their own investment decisions.


Although new clients are mostly referred to us by our existing clients, you are welcome to send us an email (address below) as an initial point of contact. We do not employ a one-size-fits-all approach, but tailor a personal strategy to fit your needs and individual circumstances; this freeing you from the time-consuming task of searching for, and filtering information which may be relevant to your needs. Our approach includes the use of videos, charts, spreadsheets, software, video-conferencing, books and other written materials including email and internet access.


We never make money off your investments. We are strictly in the business of empowering you, through education and mentoring or coaching, to make the right decisions to manage your own financial investments and those of your family. We have a special interest in encouraging children and young adults to form healthy money habits and educating them in how to control and grow their finances. We welcome parents’ engagement in their children’s education.

We respect and maintain your privacy and the confidentiality of your data, and will never divulge your information to a third party without your explicit consent.

Disclaimer: We are not a financial advisors. The information we provide is for educational purposes only and is not intended as a substitute for professional financial advice.

“Give someone a fish and they eat for a day. Teach them to fish, and you feed them for a lifetime.”