If you know me, you’ll know I’m passionate about investing — it’s something I’ve loved for decades. Over the years, I’ve been fortunate to have incredible mentors who helped shape me into the investor I am today. After more than 30 years in markets as an investment analyst and adviser to high-net-worth families, I’ve seen just about everything.
And yet, so many people I meet tell me they feel unsure or overwhelmed when it comes to investing. They worry they’ll make the wrong choice or feel too embarrassed to ask questions. That’s exactly what I want to change.
The investment world can be confusing. There’s so much jargon, and plenty of people in swish suits pushing the latest investment product. It’s hard to know where to begin — and who to trust.
That’s why I’ve created the one-day Investment MasterClass. It’s designed to cut through the noise and give people the tools, language and confidence to begin — or deepen — their investment journey, in a safe, supportive environment.
Whether you work with a financial adviser or are completely self-directed, this class will help you understand your investment choices more clearly. In a warm, down-to-earth setting, you’ll gain practical skills, clarity and confidence — with me by your side to guide the way.
And yes — it’ll be fun and interactive. No one-sided lectures, no financial fluff, and definitely no ‘death by PowerPoint’.
Unlike traditional finance events packed with buzzwords and sales pitches, this MasterClass is jargon-free, practical and people-focused. Think hands-on learning, real-world insights, and a welcoming space where no question is too small.
The MasterClass will be held on Friday, 2nd of May, from 9:30 am to 2:30 pm at our offices in Circular Quay, Sydney.
If you’d like to join — or know someone who might benefit — you can find all the details and book your spot here.
I look forward to seeing you there!
Kind regards,
Shelley Marsh
Outsourced Chief Investment Officer (OCIO) & Founder
Wealth Differently
General Advice Warning: Wealth Differently holds an Australian Financial Services licence to provide services to wholesale clients only. The information on this website is only for persons who are wholesale clients as per s761G of the Corporations Act. The information includes general advice which does not consider your particular circumstances and you should seek advice from Wealth Differently who can consider if the strategies and products are right for you. You should also understand that past performance is often not a reliable indicator of future performance and should not be solely relied upon to make investment decisions.
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