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: This information is of a general nature only and has been provided without taking account of your objectives, financial situation or needs. It does not represent and is not intended to be personal advice. Because of this, you should consider whether the information is appropriate in light of your particular objectives, financial situation and needs. We strongly suggest that you seek professional financial advice before acting.
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