The First Portfolio Playbook

Go from cash sitting in your bank account to a fully invested first portfolio — in 30 days. Most people finish the core worksheets in under 2 hours and make their first trade within the first week.

The First Portfolio Playbook is a plain-English, step-by-step guide built for Australians who are ready to start investing but don’t know where to begin. No jargon, no vague “just start investing” advice — just a clear process you can actually follow. Inside, you’ll get:

• A 30-day, step-by-step roadmap from “cash in the bank” to “invested”
• 21 worksheets to work through each decision as you go — platform selection, account setup, your first trade, and beyond
• Plain-English explanations of the concepts you actually need (and none of the ones you don’t)
• A process designed around the Australian investing landscape (brokers, tax basics, super considerations)

Frequently asked questions:

Do I need to save up money before I start?

No — the Playbook walks you through exactly how much to start with, even if that’s $50. It’s built for people starting from zero, not people who already have a portfolio.

Is this just generic advice I could Google for free?

No. Every worksheet is built around the Australian investing landscape specifically — ASX brokers, tax treatment, and super — not US-centric content reworded for Australians.

Will this work for me if I’m not in my 20s?

Yes. The process is based on your starting point and goals, not your age — it works whether you’re making your first investment at 22 or 45.