I'm Simon, a personal finance expert

I founded Financial Expert to help you gain the knowledge and confidence you need to become a successful investor.

Everything on this blog forms part of three totally free investing courses. Each is packed full of content, quizzes and actionable steps.

Pick the starting point right for your level of experience and take a real step towards achieving your financial goals.

Begin your investing journey today

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Explore a course built for you

"I want to learn how to invest."

"I want to optimise my portfolio."

"I want to pursue high returns."

Rather focus on a specific topic?

Accelerate your expected returns with your own investment portfolio


Cautious approach



Adventurous approach

*Financial Expert is an educational website. These returns are an indication of what a smart investment portfolio can return annually over the long term. See the disclaimer.

Know where you stand

We'll track your progress as you breeze through our curated content on Financial Expert.

Digest financial concepts with ease by tackling topics in the right order.

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Foundation Course


Intermediate Course


Advanced Course


Choose the right course for you

Foundation level

Learn the investing principles which underpin a basic investment portfolio.


An introduction to the stock market

Discover your risk profile & time horizon

Designing a basic portfolio from scratch

Choosing a stockbroker

How to avoid investment scams

Intermediate level

Targeting average returns of 6% per year.

Tweak your holdings, look internationally and generate higher returns by using these techniques to minimise fees and taxes.


A insider guide to property investing

How to invest in IPOs

How to cut costs to boost returns

Optimising your portfolio for tax

Exploring emerging markets

Advanced level

Targeting average returns of 8% per year.

Explore the higher risk opportunities which may enhance returns.


Advanced asset allocation theories

The complex world of derivatives

Seeking arbitrage opportunities

The place for commodities in a portfolio

Using financial gearing to boost returns

How does it work?

  • Choose a course

    Pick from three different paths depending on your level of experience.

  • Begin immediately

    All courses are free. You could be starting your own journey in seconds.

  • Take quizzes as you progress

    Put your knowledge to the test with a quick assessment after each topic.

  • Put theory into action

    Always consider whether you need independent financial advice before making any investment*.

  • Control your own pace

    Tackle one article per week, or work through the course intensively. You are in total control.

  • Complete all topics to graduate!

    As your confidence increases, graduate onto our courses aimed at more experienced investors.

*Financial Expert is an educational website. It does not replace independent financial advice. See the disclaimer.

Ready to get started?

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