Educate, Invest, Succeed
Join 600+ active, high net worth members benefiting from each other's wealth of experience.
18.39%*
including dividends per annum for 24 years.
97% of respondents report they are much better investors as members of Teaminvest.
*2001 to 2024 calendar year inclusive.
*Past results are not a guarantee of future performance.
*Calculated as a theoretical portfolio, rebalanced using the closing price on the first trading day of each year, excludes transaction costs and taxes.
Built by investors for investors
Teaminvest is a community of successful business leaders, professionals and investors from all walks of life. Collectively, we have over 10,000 years of knowledge and experience that members can draw on to make informed investment decisions for their own portfolios. We invest only when we have confidence in a company’s management and sustainability of earnings growth. Furthermore, we aim to buy in when the price is low enough to deliver our required rate of return.
Teaminvest is a private membership organisation for those who wish to educate themselves to manage their wealth wisely.
Is Teaminvest right for you?
If you want to become a better investor and to significantly outperform the market, then Teaminvest may be right for you.
We are not for those looking to get rich quick or to speculate on market price movements.
Our members:
- Are interested in the companies they invest in
- Are willing to share and contribute when they can
- Are willing to dedicate time and effort to becoming a better investor
- Are keen to achieve above average returns with lower investment risk
- Are keen to focus on not losing money
- Have a significant base of investable capital (typically, a minimum of $1M for a full Teaminvest membership)
The Teaminvest approach
We start with our proprietary software, Conscious Investor®, which filters the ASX to identify the best performing companies based on financial metrics championed by Warren Buffett. This software scans over 2,000 businesses listed on the ASX, leaving us with just a handful of stocks that possess the hallmarks of profitable Wealth Winners®.
From this short list, we workshop each prospective stock, analysing the company’s business model and how it makes its money. Factors considered include executive remuneration, whether there is sufficient ‘skin in the game’ and the likelihood of future growth.
If the company passes this rigorous analysis, we then invite senior management to participate in a Q&A session with members. Only then, do we consider our required rate of return and the share price needed to achieve it.
Our story
Teaminvest was formed in 2007 by Mark Moreland, Howard Coleman and Dr John Price. Each was a successful business owner in his own right and also a self-directed investor dismayed by both the poor advice and performance offered by most in the investment industry.
Their idea was simple: they would build a community of people just like themselves, who would consider investments from the perspective of an owner, rather than an analyst.
The result
Our methodology has consistently delivered outstanding results, including:
A gross annual compound return of 18.39%* for clients of our education and advice business over 24 years.
* 2001 to 2024 calendar year inclusive. Calculated as a theoretical portfolio using Teaminvest principles, rebalanced using the closing price on the first trading day of each year, excludes transaction costs and taxes.
*Past results are not a guarantee of future performance.
The objective: to significantly outperform the ASX200 stock market accumulation index by investing in businesses with very low risk, thus avoiding losses and the erosion of precious capital.
Find out more?
Simply complete the form below and one of our team will be in touch
What our members say:
Ed Coppe
“I’m a better investor…and my returns have been better as well”
Irene Swil
“We’d been to several financial planners and our results have far exceeded the returns they got”
Greg Montague
“Some of the things you learn from other members are extremely valuable”