Gareth Lundström
Family Investment Educator
I started teaching investment basics back in 2018 after spending fifteen years watching families make the same avoidable mistakes. My approach is straightforward—no jargon, no selling products, just honest guidance based on what I've seen work over and over again.
We had about $12,000 sitting in a savings account doing nothing. Gareth walked us through setting up our first investment accounts, and now we actually understand what we're doing. It took three sessions, but suddenly all those confusing terms made sense.
I thought investing was for people who already had money. Gareth showed me how to start with $50 a month. That was two years ago. My kids see me checking my portfolio now and asking questions about it—that's the part that really matters to me.
My wife and I kept arguing about money. Gareth didn't just teach us about investments—he helped us figure out how to talk about financial goals without it turning into a fight. We're on the same page now, which honestly feels more valuable than the portfolio itself.
How We Actually Teach This Stuff
Most investment courses throw information at you and hope something sticks. We do it differently. You learn by working through your own situation with guidance—not by memorizing theories.
- Start with where you are right now, not some idealized scenario
- Build one skill at a time instead of overwhelming you with everything at once
- Practice with small amounts before committing serious money
- Regular check-ins to catch mistakes early and adjust as needed
- Focus on building habits that last beyond the course
What Families Actually Get From This
Confidence with money decisions
You'll stop second-guessing yourself every time you need to make a financial choice. Not because you know everything, but because you understand the fundamentals.
A plan that fits your life
We build strategies around your actual income and expenses. Not some textbook example that doesn't match reality.
Someone to ask when confused
Markets change. Life changes. You'll have ongoing access to ask questions when something doesn't make sense—because it won't always make sense.
Skills your kids can learn from
When you understand investing, your children see that. They ask questions. They learn by watching you manage money thoughtfully.
What Learning Looks Like Here
These aren't stock photos. This is what our sessions actually look like—families working through real numbers, asking questions, and figuring things out together.
Ready to Start Learning?
Our next course starts in September 2025. Spaces are limited because we keep groups small—better conversations that way.
View Course Schedule
Petra Nikolaidis
Family Financial Planning Specialist
I came to financial education from teaching high school math. Turns out explaining compound interest to teenagers prepared me well for working with adults who feel behind on investing. I focus on making the numbers less scary and more practical.
Petra has this way of explaining things that doesn't make you feel stupid for not knowing them already. I'm 43 and just started investing last year. Better late than never, right? She made it feel normal to be starting now instead of twenty years ago.
My husband was skeptical about taking a course. Petra convinced him in the first session by focusing on our actual goals instead of abstract concepts. Now he's the one tracking our investments and suggesting adjustments. Didn't see that coming.
We had this complicated situation with inheritance money and didn't know what to do with it. Petra walked us through the options without pushing us toward anything specific. That patience made all the difference. We made a decision we're comfortable with.