GoldOz

What GoldOz does

GoldOz is a privately held, subscription-based financial education and research service founded in 2006 by Neil Charnock, operating as a division of UBI Assets Sdn Bhd from Bemboka, New South Wales, Australia. The company targets individual investors interested in Australian gold mining equities, delivering educational content, proprietary market analysis, daily commentary, a newsletter archive, and an educational portfolio via email. Its core analytical offering is the GoldOz Long Term Gold Model, claimed to have been broadly accurate since April 2013, accompanied by a proprietary framework called Quantum Investing Theory describing factor entanglement in markets. The service is supported by free public tools including three purpose-built Australian gold indices (Producers, Emerging Producers, Junior Explorers) and real-time commodity price charts sourced from Kitco and Sharelynx integrations.

The business model is a direct-to-consumer, email-delivered subscription with two tiers (Standard AUD $90-$295 and Premium AUD $220-$800) across 3-, 6-, and 12-month durations, processed via PayPal Express or EFT Direct Deposit. GoldOz explicitly avoids paid advertising and SEO-driven acquisition, relying instead on organic content marketing and sample newsletters to attract subscribers. The company self-imposes a hard cap on its subscriber base, stating that the store closes once capacity is reached, which structurally limits revenue growth and signals a lifestyle-business posture rather than a venture-scale operation. All product, content, and customer service run through a single founder with no disclosed employees or institutional backing.

There are no disclosed customers beyond individual retail subscribers, no enterprise accounts, no external funding, and no headcount data. The intellectual property rests almost entirely on the founder's 20+ years of personal market tracking and the unverified-but-claimed accuracy of the long-term gold model. Operations are bootstrapped, founder-controlled, and continuity is a single-person key-man risk.

Name

GoldOz

Legal name

UBI Assets Sdn Bhd

Website

https://goldoz.com.au

Company type

Private

Founded year

2006

Operating status

Operating

Headcount range

1–10 employees

Short description

GoldOz is a founder-run, subscription-based Australian gold stock research and education service founded in 2006, delivering proprietary market analysis, newsletters, and educational content directly to individual retail investors via email.

Ownership category

akta.pro rank

Product category

Investment Research & Education

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Private Client/High-Net-Worth Advisory (FSAEAAAN)

Keywords

• Gold stock research
• Mining sector education
• Precious metals analysis
• Investment newsletter
• Australian gold shares

Headquarters

HQ city

Bemboka

HQ country

Australia

HQ region

Oceania

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Technology or R&D

Revenue model

1. Subscription Membership Services: GoldOz generates revenue through tiered subscription memberships (Standard and Premium) with 3, 6, and 12-month options. Members receive access to educational portfolio, live commentary, newsletter archive, and investment research on Australian gold stocks. The service also offers loyalty bonuses for return clients and upgrades.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Core offering

GoldOz operates a subscription-based investment education and research service targeting individual investors interested in Australian gold mining stocks and precious metals. The company sells tiered memberships (Standard and Premium) for 3, 6, and 12-month terms that unlock members-only live commentary, a newsletter archive, an educational portfolio, and proprietary predictive models covering fundamental, technical, and macroeconomic analysis of the gold sector. Free interactive ASX gold index charts and educational content serve as top-of-funnel acquisition tools.

Product overview

GoldOz is an Australian subscription-based investment education service focused on gold and Australian gold mining stocks. The offering consists of a two-tier membership structure (Standard and Premium) with 3, 6, and 12-month subscription options, providing access to a members-only area containing live commentary, newsletter archive, and educational portfolio. The core product is supplemented by free tools including interactive ASX gold index charts (Australian Gold Producers Index, Emerging Producers Index, Junior Explorers Index), commodity price charts (gold, silver, platinum, palladium), and educational content on share trading and fundamental analysis. A curated GoldOz Newsletter delivers macroeconomics, debt markets, and gold sector analysis. The company also publishes occasional special reports on specific investment opportunities.

Differentiator

Problem solved

Functional benefit

Products and services

• GoldOz Standard Membership Subscription service providing access to GoldOz members area including research, education, and tools for Australian gold stock investment. Three duration tiers: 3 months ($90), 6 months ($160), and 12 months ($295), each with loyalty bonuses for returning or upgrading clients.
• GoldOz Premium Membership Higher-tier subscription with additional benefits beyond standard membership. Three duration tiers: 3 months ($220), 6 months ($420), and 12 months ($800), each with loyalty bonuses for returning or upgrading clients.
• GoldOz Newsletter Educational newsletter covering gold investment, macroeconomics, debt markets, and Australian mining sector analysis, with deeper education on fundamental and technical analysis using simplified charting systems. A sample newsletter from January 2019 is available as a free PDF.
• GoldOz Free ASX Gold Charts Free interactive gold stock chart tool providing access to the Australian Gold Producers Index, Australian Gold Emerging Producers Index, Australian Gold Junior Explorers Index, Australian Dollar Gold Price long-term charts, and Dow Gold Ratio charts, with technical indicators powered by Goldchartsrus.
• GoldOz Other Charts Free resource providing 24-hour price charts for gold (USD and EUR), silver (USD and EUR), platinum, and palladium in AUD, plus exchange rates AUD and copper/nickel 1-year and 30-day charts, sourced via Kitco.
• GoldOz Special Reports Occasional special reports on specific investment opportunities in gold companies, providing deep-dive research on individual junior or emerging gold producers. A free PDF sample is distributed via the GoldOz website.

Quantifiable outcome

• Accurately predicted gold price path post April 2013 and warned of breakdown possible at beginning of 2013
• +1 more outcomes

Segments3 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration4 records

Feature5 records

Partnerships

Two partnerships are on record, tiered core.

• Goldchartsrus (Nick Laird)coreTechnology or IntegrationGoldchartsrus provides the interactive gold stock chart tools and price charts used on the GoldOz website. Nick Laird is credited for the gold charts pages integrated into the GoldOz service.
• KitcocoreTechnology or IntegrationKitco provides real-time gold and silver price quotes and charts displayed on the GoldOz website, including 24-hour gold and silver price charts in USD, AUD, and EUR.

Scale indicators2 records

Recent moves5 records

Expansion highlights3 records

Direct peers

• Zeal LLC: Subscription-based investment research service focused on gold and silver mining stocks, founded by Adam Hamilton. Closely comparable to GoldOz in offering tiered subscriptions, newsletter commentary, and specialized coverage of precious metals equities, though with broader North American focus.
• Jay Taylor's Gold, Energy & Tech Stocks: Subscription investment advisory focused on gold, silver, and resource stocks with tiered membership and macro analysis. Comparable to GoldOz in offering recurring newsletters, market commentary, and a long-running track record of precious-metals-focused research.
• Proven and Probable (Mickey Fulp): Subscription newsletter offering technical and fundamental analysis of junior mining stocks with a focus on gold and silver. Directly comparable to GoldOz in targeting retail investors with mining sector specialization and chart-driven analysis.
• 321gold: Online precious metals commentary and mining stock analysis platform run by Bob Moriarty. Comparable as a founder-driven, subscription/sponsorship-supported publication delivering gold and silver market analysis with a contrarian, prediction-focused bent similar to GoldOz.

Others

• Sharelynx: Historical share price chart platform providing indices embedded on the GoldOz site. Comparable as an enabling infrastructure provider for mining stock visualization, not a competitor in advisory services.
• Goldchartsrus (Nick Laird): Gold-focused chart and index provider whose tools GoldOz already integrates. Comparable as a specialized data infrastructure provider for retail gold investors, and an ecosystem partner rather than direct competitor.

Broad incumbents

• Euro Pacific Capital (Peter Schiff): Broker-dealer and investment advisory firm specializing in precious metals and international equities. Comparable to GoldOz in advocating gold as wealth protection and targeting self-directed retail investors, but offers licensed brokerage services absent at GoldOz.
• Sprott (Rick Rule commentary): Major precious metals-focused investment management firm with associated commentary and research. Comparable as a thought-leader in gold mining investment analysis, but operates at a vastly larger institutional scale with active funds rather than subscription newsletters.

Emerging players

• Palisade Research: Junior mining-focused research and consulting firm producing research reports on gold and silver exploration companies. Comparable in providing single-name investment research to retail investors in the junior gold space, similar to GoldOz's special reports feature.
• Kitco (news and research): Precious metals data, news, and research platform that GoldOz itself integrates with for charts. Comparable as an information provider to retail gold/silver investors; differs in being primarily a market data and news outlet rather than a paid advisory service.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/gold-oz

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A1 record

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about GoldOz