Private Wealth Lite

CONSISTENT INCOME

Discover how you can make regular and consistent weekly income

Offering full diversification across three different asset classes, whilst being totally hands off with your trading account.

TOTAL DIVERSIFICATION

Wealthwise Passive Strategy


Offering total diversification across US Equities, Bonds, and Physical Gold, the Private Wealth Lite Strategy is perfect for members who want the experience of AIE executing your trades for you. The best part – it’s totally passive and you can have the opportunity to make great weekly income with enhanced risk-adjusted returns

Private Wealth Lite

STRATEGY SUPERVISED

Private Wealth Lite is a strategy totally supervised and executed by AIE on your trading account.

Utilising leverage to trade with less cash, whilst being totally hands off with your trading account.



As a weekly income generator, we look to sell options over three non-correlated assets – XSP, TLT and GLD. This offers full diversification across US equites, US bonds, and Physical Gold. Offering investors improved risk-adjusted returns to create a smoother equity curve, here we target a weekly income flow of around 1% or more from selling options.


Our mission is to help our clients gain exposure to the stock market, without having to do any of the heavy lifting themselves. Best part – there are no joining fees and you can have the opportunity to make great income.

Benefits of the Strategy

Weekly Income generation

Utilise leverage

Full Diversification across US equities, bonds, and physical gold

Improved risk-adjusted returns

All orders totally supervised & executed by the TradingDesk

Free to join this calendar year

Steps to Success

01

Step

Watch the Private Wealth Lite training session video

02

Step

Download the information pack

03

Step

Complete the strategy inquiry form

04

Step

Read, complete and sign the ‘Strategy Execution Document’ once received from AIE

CUSTOMER NOTICE

Customer Notice:
The information provided by Wealth Magnet Pty Ltd t/a Australian Investment Education to you does not constitute personal financial product advice. The information provided is of a general nature only and does not take into account your individual objectives, financial situation or needs. It should not be used, relied upon, or treated as a substitute for specific professional advice. The decision to invest or trade and the method selected is a personal decision and involves an inherent level of risk, and you must undertake your own investigations and obtain your own advice regarding the suitability of this product for your circumstances. Past performance of any product discussed is not indicative of future performance. (We urge that caution should be exercised in assessing past performance. All financial products are subject to market forces and unpredictable events that may adversely affect their future performance). We may at times refer to third parties. Details of these third parties have been provided solely for you to obtain further information about other relevant products and entities in the market. Wealth Magnet has no control over the information third parties have, or the products or services offered, and therefore make no representations regarding the accuracy or suitability of such information, products or services. You are advised to make your own enquiries in relation to third parties. Our inclusion of any third party content is not an endorsement of that content or the third party.

​Wealth Magnet Pty Ltd | Address: Level 1, 87-89 Upton Street, Bundall QLD 4217 | Phone: 0755 854 285 | Privacy Policy | FSG

Wealth Magnet Pty Ltd (ABN 52 618 868 830) trading as Australian Investment Education is a Corporate

Authorised Representative (CAR No. 1255231) of Grange Financial Services Pty Ltd (AFSL No. 488609).