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Welcome to Planet Wealth, an independent investment company that can help you achieve your financial goals. Formed by a partnership of experienced private investors with a long history of success, we pride ourselves on our sound investment techniques and prudent capital management.

Please join us, we are confident we have the strategy that is right for you…


What is Planet Wealth?

Planet Wealth is an investment and trading company that uses shareholder funds to create both income and capital growth. We are diversified across a range of strategies using securities and derivatives (shares, stocks and options) on both the Australian and US stockmarkets.

We share our experience, skill and knowledge with our members. We educate, guide and support them so that they can achieve their financial goals.

Our members range from first time investors to experienced traders. We provide:

  • a comprehensive education on each of the strategies we use through our series of E-Books;
  • an online community for our members to discuss our strategies in an open and interactive environment;
  • full support from our team of professional traders;
  • access to the ‘real life’ trades those professionals place; and
  • an introduction to AutoTrader, which enables our members to copy our trades automatically.

Scroll down for more information on Planet Wealth.

The Truth about Investing...

 

As investors ourselves, we know from experience the most important component of successful investing is Risk Management. And to achieve quality Risk Management, we need to be well diversified.  Trading several different strategies within our portfolio makes us flexible and versatile enough to generate profits in a variety of market conditions.  We then further diversify ourselves by trading these strategies on both the Australian and US stockmarkets.

Our risk management framework also recognises that within each strategy there are different levels of risk with corresponding returns.  We therefore allocate our capital accordingly, with a view to protecting our funds while achieving the best possible returns.  There is always risk in investing, but what has made us successful investors over the long term is our proven risk management procedures.

At Planet Wealth we share ALL the strategies that we trade with our money, and teach you exactly how we do them. You can then choose which is most appropriate for you – the one(s) that matches your risk profile, meets your expectations and achieves your own personal goals.

We are diversified across 6 separate strategies at Planet Wealth, and we explain each strategy in full detail in separate E-Books. Just click on the links below for more information.

ALL these E-Books are available for a limited time for US$99 (+GST for Australian residents). You can download them immediately online now...

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The trades we share in the Trading Diary are not recommendations and are simply a statement of fact as to what we are doing with our money. That's the big difference between Planet Wealth and other advisory or recommendation services: The Trading Diary is not a trade recommendation service - it's a trade 'sharing' service.

In the E-Books we not only provide you with a detailed education on the actual strategies we use, we also introduce you to a trade copying service called AutoTrader.  With AutoTrader, you can have our trades – the ones we place on our account – copied onto your account. Automatically. Full details on AutoTrader can be found here - AutoTrader - and in each of the E-Books.

The Strategies We Use...

  • SPP (Share Purchase Plan's)

    Share Purchase Plans (SPP's) are often overlooked, but can generate excellent returns, especially on small accounts. Low Risk/High Return trades are difficult to find, but SPP's fit the bill perfectly. The only downside is only a small amount is all that can be used. more...

  • Renting AU Shares

    Our Income portfolio is designed for just that - generating income! Everyone's heard of Renting out a house, but Renting Shares? It's easy, it's a great earner and we don't need to be so careful about stock selection. A proven strategy but it does require a bigger bank than the others. more...

  • Renting US Stocks

    The same as the Renting AU Shares, except we trade the US Stock Markets. The advantage in using this strategy with US stocks is we can do it with less capital, because they allow stocks to be 'rented' in smaller lots. That makes this great strategy more accessible to everyone! more...

  • Protected Equity

    The Growth Plus portfolio is a little more aggressive, but also well protected. Using a combination of shares and options, we can multiply our returns substantially. Our risk is fixed yet our upside is unlimited! We can ride out short term volatility and even adjust losing trades. more...

  • Credit Spreads

    This has been our ‘staple diet' for a long time, generating high returns over many years. Using only non-directional option ‘spreads', we can trade up, down and sideways markets. A bit riskier because the trades are short term, but the returns can be impressive! more...

  • Andrew interviews Rob Roy on Active Options

    We trade the US markets using Volatility and Momentum trading. With a short term perspective, this portfolio is active and quite aggressive. Can return massive numbers, but the risks are commensurate with the huge upside. Only a small bank needed - a great diversifier! more...

ALL these E-Books are available for a limited time for US$99 (+GST for Australian residents). You can download them immediately online now...

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