Crypto Consulting
Crypto Consulting From a Team of Full-Time Analysts
Most crypto advice online is a stranger with an opinion and something to sell. Our consulting works the other way round: a research team you can name, a written strategy you keep, and, at Platinum and above, a plan reviewed against your actual portfolio rather than a generic model.
Crypto Consulting for the Portfolio You Already Hold
One size doesn’t fit all, especially when it comes to crypto. Whether you’re just starting out or refining a seasoned portfolio, our analysts publish deep-dive research with the reasoning attached and teach the frameworks behind it, and at Platinum and above they work through your own holdings with you in 1-on-1 educational sessions and 8 Private Analyst Sessions a year. It is education and general information throughout: nothing we publish takes your objectives, financial situation or needs into account, and every decision stays yours.
What You Are Actually Buying
Consulting Here Means Research, a Review and a Written Plan
Three things, all of them concrete. You can check each one off after your first month.
The research operation
Daily briefings, the weekly market update, research articles and individual asset research. Produced by our internal analyst team, not aggregated from elsewhere.
A review of your actual portfolio, at Platinum
Platinum and above adds 1-on-1 educational sessions and 8 Private Analyst Sessions a year, so an analyst works through the holdings you already have with you. Every membership carries the Collective Shift dashboard so the numbers in front of you are your own.
A strategy you can read back
A clear written strategy and a risk adjusted portfolio framework, worked through in the Accelerator academy rather than handed over as a template. You keep it whether or not you stay.
What this is not
We do not provide personal financial advice, and nothing on this site takes your objectives, financial situation or needs into account. We are not a signals service and we do not place trades for you. Every decision, and the outcome of it, stays yours. If you need personal advice, speak to a licensed financial adviser.
Fit
Who Crypto Consulting Is For
This is a paid professional service with a real price attached, so it is worth being blunt about who gets value from it and who does not.
You have capital already deployed
The Accelerator is built for roughly A$30k to A$100k put to work, and Platinum for roughly A$100k to A$1M put to work. Below that the fee is hard to justify against the size of the decisions.
You do not have time to filter the noise
You are running a business or a career. Reading every thread, report and Discord channel is a full-time job, and it is the job you are outsourcing.
You want a system, not a tip
You are looking for a repeatable framework for sizing, entries and exits that still works in six months, rather than a view on one token this week.
Not a fit if
You are looking for day trading signals, guaranteed returns, or somebody to manage money on your behalf. We do none of those things, and no consulting engagement here will start doing them.
How a Consulting Engagement Runs
Four stages. The first is free, and the Accelerator that follows it runs 12 months of full program and Academy access.
Stage 1
A 30 to 45 minute strategy call
- We look at your portfolio, your timeline and what you actually need
- We tell you which membership fits, or that none of them does yet
- No obligation, and no cost
Stage 2
Positioning and allocation
- Foundation & Market Positioning
- Portfolio Allocation & Goal Setting
- Live with an analyst, not pre-recorded
Stage 3
Your operating system and exit plan
- Investor Operating System
- Sell Strategy & Profit Taking
- You finish with the strategy written down
Stage 4
The rest of the six months, then alumni access
- Daily Briefings
- Fortnightly Live Workshops (2 x Per Month)
- Ask the Analysts (Circle)
The point of stage 4
A strategy that survives contact with a drawdown is worth more than a strategy that reads well. The months after the plan is written are the part that decides whether it worked.
Cost
How Pricing Works
Consulting is not billed by the hour here. It is delivered inside a membership, which is why the page you are on does not have a price list on it.
Priced as a membership
You are buying an ongoing relationship with a research team, not a fixed number of sessions. The Accelerator runs 12 months of full program and Academy access, and all of it is one purchase.
Confirmed on your call
Every membership is by application. Which one fits, and what it costs, is confirmed on your strategy call before anything is charged.
A money back guarantee
14 days for new members, on every membership. Conditional rather than automatic, and any refund is calculated pro rata against what you have already accessed. What you need to do to qualify depends on which membership you hold.
On tax
Collective Shift Membership may be tax deductible for you, check with your accountant.
Who You Actually Work With
Matt Willemsen
Director of Research
Matt leads Collective Shift’s research desk: the daily briefings, weekly market updates, asset deep-dives and the analysis behind the flagship portfolio.
Ben Simpson
Founder & CEO
Ben founded Collective Shift in 2020 with a simple aim: help people approach digital assets with more care, context and independence.
Travis Thomas
COO
Travis is Collective Shift’s Chief Operating Officer and a behavioural performance coach, pairing operational leadership with investor-psychology coaching.
Proof
Check Us Before You Book
Three places to look, none of them written by our marketing team.
Free
Trustpilot reviews
Every review reproduced in full, in the reviewer’s own words, with the live rating and the date it was correct as at.
Read the reviews
Free
Member interviews
Members on camera on our YouTube channel, in their own words, with their own names and faces on it.
Watch the interviews (opens in a new tab)
Free
Trust and transparency
Our public trust register, kept on the main site and updated as things change.
Open the trust register (opens in a new tab)
Common Questions About Crypto Consulting
What does a crypto consultant actually do?
In our case, three things. They run the research you would otherwise be doing yourself, which is daily briefings, research articles and individual asset research. At Platinum and above they sit with you and review the portfolio you already hold, in 1-on-1 educational sessions. Then they help you write down a strategy for sizing, entries and exits, and stay available while you execute it.
What they do not do is trade for you, tell you what to buy today, or take responsibility for the outcome. That distinction is the whole job.
How is this different from a financial adviser?
A licensed financial adviser can give you personal advice, which means advice that takes your objectives, financial situation and needs into account, and they carry the licensing and obligations that go with it. We do not do that. Our consulting is education, research and framework building, delivered as general information only.
Plenty of our members have an adviser and use us alongside one. If you want somebody to tell you what to do with your specific circumstances in mind, you want an adviser, and we will say so on the call.
Do you manage my portfolio or hold my assets?
No. We never take custody of your assets and we never have access to your accounts. You hold your own keys and you place your own trades. Everything we do is on your side of that line.
Do I need to be experienced to work with you?
No, but you do need capital deployed or ready to deploy. The Accelerator is built for roughly A$30k to A$100k put to work, and Platinum for roughly A$100k to A$1M put to work. The membership includes a beginner course and over 100 educational resources, so the gap in knowledge is fixable. The gap in portfolio size is what usually makes this the wrong purchase.
Where are you based?
Australia. Membership is priced in Australian dollars, our refund policy sits under Australian Consumer Law, and our in-person events run in Australia and the United States. Members join from a number of countries, but the business and the team are Australian.
General information only. Nothing on this page takes your objectives, financial situation or needs into account, and it is not personal financial advice. Crypto assets are volatile and you can lose money.
Want the research without the engagement?
Consulting is analyst time spent on the portfolio you already hold, and at Platinum and above that is what 1-on-1 educational sessions are. The research is the standing output: project reports, daily briefings and fortnightly live workshops, written for everybody rather than for one portfolio. Different product, different page.
Start With the Call, Not the Checkout
A call of 30 to 45 minutes with an analyst will settle this faster than another hour of reading. We look at your portfolio and your timeline, then tell you which membership fits, or whether none of them does yet.
30 to 45 Minute Strategy Call. No obligation.
- 14-Day Money Back Guarantee
- Trusted by 1,000+ serious investors
- Independent Research
Our Process
The 5-Step SHIFT Method
Every Collective Shift membership runs on the same five-step operating system. Process comes first, proof comes second, and outcomes follow from written rules rather than emotion.
S
Set Your Plan in Writing
Write your Strategy Sheet before you buy anything, so your reasons, your limits and your exit points are decided in advance.
H
Hold Bitcoin as Your Core
Bitcoin sits at the centre of the plan as the long-term core, and every other holding is measured against it.
I
Invest in On-Chain Businesses with Real Revenue
Look for on-chain businesses earning real revenue from real users, and follow the Live Crypto Portfolio to see our analysts’ portfolio buys and sells.
F
Filter Every Coin Before You Buy
Every coin goes through the same filter first, including who holds the supply, when new tokens unlock and whether it can be sold easily.
T
Take Profits on the Way Up
Use your Profit Ladder to make planned partial sales on the way up, by plan, not panic.
Looking for ongoing education rather than a one-off plan?
Consulting builds the plan. Crypto education is the ongoing program that helps you follow it, which is a different problem and a different page.