Wealth & Finance International - February 2017

Wealth & Finance International 40 Empowering Everyday Investors or over 20 years Share Wealth Systems has pioneered a smarter approach to investing. They specialize in intelli- gent investment products for all investor types and levels, designed to simplify investing whilst providing better returns. Their innovative products have been created for new and experienced investors alike and are designed to educate, guide and support clients on the way to achieving portfolio growth. “We primarily provide to our customers a methodology for near-passive low-effort stock market investing and the associated portfolio manage- ment, analysis and mobile app tools to execute the processes of the methodology themselves,” Mr. Stone explained to us. “The methodology focuses on index ETFs (Exchange Traded Funds) and large-cap household-name stocks listed on the U.S. and Australian stock exchanges, all of which can be accessed from anywhere in the world with online execution platforms.” “The different investing strategies included in the methodology can be used by everyday investors in their 20’s through to those well into their re- tirement years, and are ideal for greatly improving retirement nest eggs.” “The success of the methodology is demonstrated through extensive publicly available research and live execution in the stock market.” “A real money portfolio that strictly follows the processes of the meth- odology is publicly updated on a regular basis on the website provided below. Over calendar year 2016 this portfolio achieved a 20.7% return compared to the S&P500 Total Return index achieving 12.9%. This return required just 13 trades for the year and took no more than 15 minutes a week to manage, most of which is taken up by vigilance, not actual execution.” Gary expanded upon his role as CEO, both inside and outside of the company. “Besides managing the business, I get heavily involved in the ongoing systems research. I also execute our real money portfolios that can be scrutinised in the public domain.” “I have appeared regularly on TV in Australia since 2008 providing financial market commentary and also conduct radio interviews in the U.S. to discuss ‘do-it-yourself’ long-term investing for everyday people.” “I recently published a book entitled ‘Blueprint to Wealth: Financial Freedom in 15 Minutes a Week’. The book educates everyday investors on how to achieve far better returns themselves for their retirement nest egg with not much effort than handing their money over to investment advisers, pension providers, 401(k) providers and the like, who invest mainly in actively managed balanced funds.” “Everyday investors are being fee-fleeced by the financial establish- ment and receiving extremely poorer returns over the long-term, due to an overdose on diversification, than they could otherwise achieve themselves.” “The real money sample portfolio mentioned above is explained in my book.” “My team provides customer support on how best to use our products. We have a software development team that are continually improving the existing features of our software products and adding new features. We also conduct ongoing research on financial markets to improve our investing methodologies.” Throughout 2017, Share Wealth Systems will continue to innovate their products, making them easier to learn and more efficient to execute, so that their customers can achieve the best returns from the financial markets possible and that are far better than alternative retirement investing avenues over the long term. “One of the main challenges is to continually transform the delivery of our products and services with new technologies as they become mainstream, provided they improve efficiency. Another is the ongoing research of whether the characteristics of the long-term movement of stock and index prices are actually evolving or continuing to operate as they have for decades.” Company: Share Wealth Systems Name: Gary Stone Email: s Web Address: www.blueprinttowealth.com Telephone: U.S.: 1-800 392 1257 Listen to the following radio interview where Gary Stone was interviewed by ‘It’s Your Turn’ host, Dave Malarkey, on WISR Pittsburgh, PA: www.blueprinttowealth.com/radio-wisr-turn-show-dave-malarkey The core purpose for Share Wealth Systems is to empower and skill everyday investors to achieve their financial freedom through stock market investing. We spoke to Gary Stone, CEO and Founder of Share Wealth Systems, to learn more. F 1702WF09