I want to help you on your investment journey. Investing is more about “time in the market, not timing the market”. Successful investing requires the key elements of patience with a long-term mindset. With that said, it’s important to position yourself to succeed in your investment strategy.
My investment journey has been over many years where I initially traded for myself, where my goal was to develop an investment strategy that would consistently outperform the managed funds. Once I was confident with the various trading strategies, I decided to become an adviser so that I could replicate these strategies for my clients.
C&L Investwell specialises in tailored investment strategies utilising shares and options, with a focus on creating clients a regular, consistent income stream and looking to build their long-term wealth. As a valued client of C&L Investwell, we will proactively manage your account and provide you with quarterly reconciled reports of your trades so that you can be confident with the trading strategies utilised to ensure a rewarding investing journey.
