Berkelex

Seven Hills, NSW
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Building wealth through patient, strategic investment education

Investment Education for Long-Term Thinkers

Building wealth isn't about quick wins or market timing. It's about understanding how money actually works over decades.

Our programs help Australian investors develop the mindset and knowledge needed for sustainable financial growth. Not tips or tricks—just clear thinking about capital allocation.

We've been teaching this approach since 2018. Our students learn to read financial statements, evaluate businesses, and think in time horizons measured in years, not quarters.

Start Your Journey
Investment education resources and learning materials

Who Teaches These Programs

Our educators aren't celebrities or market gurus. They're experienced professionals who've spent years analyzing businesses and helping others understand capital markets.

Portrait of Sienna Wakefield

Sienna Wakefield

Spent 12 years in equity research before switching to education. She breaks down annual reports the way most people read novels.

Financial Analysis
Portrait of Davina Peltonen

Davina Peltonen

Former portfolio manager who realized she preferred teaching over managing funds. Her specialty is helping people spot their own cognitive biases.

Behavioral Finance
Portrait of Brenna Viklund

Brenna Viklund

Economics background with a focus on capital structure. She teaches the parts of finance that most people find boring but absolutely need to understand.

Corporate Finance
Portrait of Tamsin Dvorak

Tamsin Dvorak

Worked in superannuation for years before joining us. She understands how regular Australians actually save and what gets in their way.

Retirement Planning

How We Actually Teach This Stuff

No webinars promising financial freedom. No motivational speeches. Just structured learning that builds on itself week by week.

Students engaged in investment analysis workshop

Start With Fundamentals

The first month covers what most people skip—how to read a balance sheet, what cash flow actually means, why debt levels matter. Boring? Maybe. Essential? Absolutely.

Real Company Analysis

By week six, you're analyzing actual Australian companies. We look at their financials together, discuss what matters and what's just noise. Some students find companies they end up researching for months.

Understanding Your Psychology

The hardest part of investing is managing yourself. We spend significant time on how emotions affect decisions, because knowing the right answer doesn't help if you can't execute when markets are volatile.

Building a Framework

By the end, you have a system for evaluating investments that fits your situation. Not ours—yours. Because cookie-cutter approaches fail when real money is at stake.

What Actually Matters Here

These aren't corporate values we brainstormed for the website. They're the principles that shape how we teach and what we refuse to compromise on.

Long-Term Focus Over Quick Results

We turn away people looking for shortcuts. Building genuine investment knowledge takes months, not weekends. Our autumn 2025 cohort runs for six months because that's how long meaningful learning takes.

Last year, someone asked if we could condense the program into four weeks. We said no. They went elsewhere, lost money on a "hot tip," and came back. Started our full program in March 2025.

Honest About Limitations

We can't predict markets. Neither can anyone else. What we can do is teach you to analyze businesses, understand valuations, and make informed decisions based on evidence rather than hope.

A student once asked our opinion on a particular mining stock. Instead of giving an answer, we spent an hour showing them how to research it themselves. They found issues we hadn't even noticed.

Education, Not Entertainment

Our classes aren't exciting. There's no dramatic music or promises of wealth. Just systematic instruction in financial analysis. Some people find that disappointing. Others find it refreshing.

We don't have success stories about students who got rich. We have students who stopped making expensive mistakes, understood their super properly, and built portfolios they can explain in detail.

Adapted for Australian Context

Tax structures matter. Franking credits matter. Super regulations matter. We teach within the Australian system because generic international advice often misses crucial local details.

One module focuses entirely on how Australian tax law affects investment returns. Sounds dry, but the difference between getting this right and wrong can cost thousands over decades.