Investing doesn’t have to feel overwhelming. This Master Class is here to give you the tools, language and confidence to begin — or deepen — your investment journey, all in a safe, supportive environment.
It’s ideal for those who already work with an adviser and want to better understand their investment choices, as well as those who are completely self-directed.
Whether you’re just getting started or already on your way and keen to learn more, this class is for you.
In a supportive, down-to-earth setting, you’ll gain clarity, practical skills and confidence — with Shelley Marsh guiding you every step of the way.
We believe that learning to invest doesn’t need to be intimidating. It should feel calm, clear, and genuinely supportive — no jargon, no pressure, no assumptions about what you already know.
This Investment Master Class was created by Shelley Marsh to offer something different: A space where you can build your investing knowledge at your own pace, ask the questions you've always wanted to ask, and develop the confidence to make thoughtful, informed decisions.
You’ll be guided by someone who’s walked alongside individuals and high-net-worth families navigating complex financial choices for over three decades — and who truly believes in doing money differently.
You don’t need to be “good with numbers”. You just need to be curious, open to learning, and ready to take the next step.
Hosted in the heart of Sydney, our Master Class provides:
Shelley Marsh
In this one day Investment Master Class, you will:
Understand your money mindset
• Discover how your thoughts, feelings and behaviours around money shape your investment decisions.
• Learn how to bring awareness, curiosity and confidence to your financial choices.
Explore the investment landscape
• Get a clear overview of the different asset classes — including shares, cash, fixed interest, property and alternatives.
• Understand the risks, roles and rewards of each, and how they can work together.
• Learn key investment terms in plain English — no jargon, just clarity.
Learn how the professionals invest
• Explore the strategies used by leading investment managers and Family Offices.
• Understand the principles behind successful long-term portfolio management.
Build practical investing skills
• Learn how to prepare your portfolio for market ups and downs.
• Gain confidence to assess investment opportunities with a discerning eye.
Make decisions with care and clarity
• Learn how to ask the right questions before you invest.
• Understand how to spot red flags and find people you can trust.
• Explore simple frameworks to support your investment decision-making.
Build awareness of your own behaviour
• Recognise common behavioural traps like fear, FOMO and analysis paralysis.
• Learn tools to pause, reflect and act with intention — not emotion.
What’s Included
Your Investment Master Class experience includes everything you need for a productive, enjoyable day of learning — no extras to buy, no hidden costs, just a welcoming space to focus on your financial future.
Full-Day Workshop (9:30am – 2:30pm)
A thoughtfully structured day of education, reflection and practical guidance — designed to help you feel more confident and in control of your investment decisions.
Investment Learning Materials
You’ll receive a beautifully designed workbook to support your learning on the day — and to refer back to whenever you need a refresher.
Small Group Setting
A calm, comfortable learning environment where no question is too simple and every voice is valued. Numbers are limited to 12 participants.
Light Lunch & Refreshments
Enjoy a catered lunch and refreshments throughout the day, so you can stay energised and focused.
Expert Guidance from Shelley Marsh
Learn directly from Shelley Marsh, Independent OCIO and trusted adviser to high-net-worth families, with over 30 years of investment experience.
Connection & Community
Meet other like-minded individuals who are also curious, open to learning, and committed to investing with purpose.
I now have a well-rounded view on asset classes thanks to Shelley's training. I appreciated her fun and practical approach to teaching subject matter that can be complex and/or dry. The training provided a solid foundation in both understanding each class, navigating the short and long term opportunities and also how to manage the investment and/or managers. Consequently, I feel more at ease engaging in discussions involving investor terminology.
I always thought investing was something best left to others, complicated and intimidating. But these classes changed my mind. They made it clear, very engaging, even enjoyable! Now, when the family starts talking stocks and portfolios over dinner, I don’t just sit back and nod. I join in. It feels wonderful to finally have a say in the financial future of our legacy.
When: Friday the 2nd of May 2025
Time: 9.30 AM to 2.30 PM
Venue: The Manly Room, Level 22/180 George Street, Sydney, 2000
Investment: $660 including GST. Numbers limited to 12 participants.
For any enquiries please email [email protected] or call us on 0417 654 038
