What makes Teaminvest so different from other investment groups? In this episode, Kerry Fleming sits down with Sanjee Narendran (Head of Funds Management & Education) to explore the real story behind Team Invest. Discover how a unique blend of expert members, proven research, and collaborative wisdom has created one of Australia’s most successful investor communities—where 600+ members share knowledge, cut through market noise, and build wealth together.

Key Topics Covered:

• The origin story: How Dr. John Price’s research changed the game
• Why Team Invest focuses on stability, growth, and deep understanding—not speculation
• The power of collective wisdom: 600+ members, all sharing real-world insights
• How Team Invest meetings, masterclasses, and the SMART process work
• Why physical meetings beat Zoom for real learning and collaboration
• How Team Invest funds allow you to invest alongside the community
• Who Team Invest is (and isn’t) for—and how to join

Timestamps:

00:00 – Introduction: What is Teaminvest?

03:00 – The research that started it all

08:00 – Eliminating risk and finding wealth winners

13:00 – The power of industry experience and member expertise

18:00 – How Team Invest meetings and the SMART process work

24:00 – Building a safe, collaborative environment

29:00 – Funds, education, and how to get involved

33:00 – Who Teaminvest is for (and not for)

36:00 – How to join and next steps

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About Teaminvest:

Teaminvest is an ASX-listed financial institution empowering investors through education, evidence-based research, and a vibrant community of 600+ like-minded wealth builders.

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