Collective Shift
Frequently Asked Questions
What we are asked most often about the memberships, the strategy call, the guarantee and how we work. If your question is not here, ask it on the call.
What is Collective Shift?
Collective Shift is an Australian digital asset research, education and membership platform. We combine institutional-grade research, a structured academy and analyst access to help investors structure, grow and protect their digital asset wealth. We provide education and research only. We never manage your money, we never take custody of your assets, and nothing we publish is personal financial advice.
What memberships do you offer?
We offer three memberships, each designed for a different stage of investor. Platinum members can extend into Platinum Elevate after 6 months.
Accelerator is our 6-month guided program. It includes live cohort access where you walk through the curriculum week by week with our team, the full academy module library, daily briefings, direct access to our analysts, AI tools and a private member community. It is built for investors who are ready to take action and want a structured sprint to get properly set up.
Platinum is our full-year done-with-you program. It adds a dedicated client success manager, a 90-day onboarding plan with weekly check-ins, 1-on-1 educational sessions with our analysts, quarterly portfolio sessions, bonus sessions and two in-person masterminds per year. It is designed for investors with significant capital deployed who want hands-on guidance for the full year.
Platinum Elevate unlocks after 6 months in Platinum. It extends your membership by 12 months and adds 1-on-1 strategy sessions with our founder Ben Simpson, an exclusive Elevate mastermind twice a year, fortnightly Elevate live workshops covering wealth, AI and business topics beyond the crypto curriculum, a private Elevate community and access to our partner referral network. It replaces our previous half-price renewal model with a genuine upgrade in access and value.
Private Wealth (The Inner Circle) is our invitation-only, done-for-you wealth partnership for eight-figure business owners, founders and family offices. Every seat is personally considered by our founder, Ben Simpson.
How much does membership cost?
Membership pricing depends on the program and how you join, so we discuss it on your private strategy call once we understand your situation and whether Collective Shift is the right fit. Book a call at collectiveshift.io/strategy.
What happens on the Private Strategy Call?
It is a 30 to 45 minute diagnostic with a senior member of our team. It is not a pitch. We map where you are today, where the gaps are in your structure, strategy and security, and whether Collective Shift is the right fit for your goals. It is by application, discreet and carries no obligation.
Do you provide financial advice?
No. Collective Shift provides general information, research, education, frameworks and educational support only. We do not provide personal financial, tax or legal advice, and we do not make buy, sell or hold recommendations tailored to your circumstances. You make your own investment decisions, and we encourage you to consult a qualified adviser to ensure any decision fits your objectives and risk profile. All information provided is general in nature and does not consider your personal financial situation, objectives or needs.
Do you manage my money or hold my crypto?
Never. We do not manage money and we never take custody of client funds. Members retain full custody and control of their own assets at all times. Moving assets into secure self-custody is one of the first things our framework covers. We are research and education partners with Coinbase, CoinSpot and Swyftx, but we never hold your assets on your behalf.
What is your track record?
Our flagship portfolio has a six-year track record (FY2020 to FY2025) independently verified and audited by Crypto Tax Australia, with an average yearly return (CAGR) of 116% over that period. Past performance is not indicative of future results. Investment values fluctuate, individual outcomes vary, and you may lose some or all of your investment. The track record reflects the Collective Shift portfolio and does not represent the results of any individual member.
What is your refund policy?
New members are covered by our 14-day money-back guarantee. If you are not satisfied within your first 14 days, you may request a refund. Conditions vary by membership tier and refunds are calculated as set out in the policy. The full details are at collectiveshift.io/money-back-guarantee/.
I am new to crypto. Is Collective Shift for me?
Yes, if you are serious about doing it properly. Accelerator gives you a structured beginners course, a live cohort that walks you through the curriculum week by week, and a community and analyst team to lean on. You do not need experience. You need a long-term mindset and a willingness to learn.
I already have a substantial portfolio. What do you offer?
Platinum is designed for investors with significant capital deployed who want a full-year program with quarterly portfolio sessions, a dedicated client success manager, 1-on-1 educational sessions and in-person masterminds. After 6 months in Platinum, you can upgrade to Platinum Elevate for 1-on-1 access with Ben, advanced workshops and an exclusive mastermind. For eight-figure investors who want the heavy lifting handled, Private Wealth (The Inner Circle) is our invitation-only partnership. All tiers work alongside your existing accountant and structures such as SMSFs and trusts.
Who is Collective Shift NOT for?
Collective Shift is not for people looking to pay off debt, replace their income with crypto, or make quick returns in 6 to 12 months. We work with investors who have a long-term, multi-cycle mindset. If you are looking for someone to tell you what coin will moon next week, we are not the right fit. If you are in financial difficulty and considering investing money you cannot afford to lose, we strongly encourage you to seek independent financial counselling before considering any investment. Digital assets are volatile and carry significant risk.
What happens in the first 90 days?
For Platinum members, the first 90 days are the most critical period. You start with an onboarding call where your client success manager walks you through your personalised plan. Your CSM runs weekly check-ins for the first 30 days, then monthly check-ins through day 90, with a scheduled 90-day review milestone. During this period you work through the core curriculum, get your structure and security set up properly, and begin engaging with the research and portfolio. Post-90-day, the cadence shifts to a lighter ongoing rhythm with quarterly check-ins and periodic touchpoints from your CSM.
What happens after the first 90 days?
After the initial 90-day onboarding sprint, Platinum members move into an ongoing rhythm of weekly market updates, fortnightly live workshops, research articles, portfolio insights and quarterly 1-on-1 portfolio sessions. The goal is to keep you engaged with the market and your strategy over the long term, not just during the onboarding phase. For members who want to go deeper, Platinum Elevate unlocks after 6 months and adds advanced workshops, 1-on-1 access with Ben and an exclusive mastermind.
Can I upgrade between tiers?
Yes. Accelerator members can upgrade to Platinum. Platinum members can upgrade to Platinum Elevate after 6 months. Private Wealth is invitation-only and considered on a case-by-case basis by Ben personally. If you are considering an upgrade, mention it on your strategy call or contact your client success manager.
How is this different from free content on YouTube?
Free content gives you opinions. We give you a system. Our research is institutional-grade, our portfolio track record is independently audited by Crypto Tax Australia, and we are research partners with Coinbase, CoinSpot and Swyftx. More importantly, membership is not content. It is a framework, live cohorts, analyst access, a dedicated client success manager (for Platinum and above) and a community of 1,100-plus serious investors turning research into structured portfolios.
How many members do you have?
We have a community of over 1,100 members across our tiers. We cap certain programs to maintain quality and ensure our analysts and client success team can deliver the level of attention each tier promises. Platinum and Private Wealth are intentionally limited in intake.
Do you work with SMSFs and trusts?
Yes. Many of our members hold digital assets through SMSFs, family trusts and company structures. Our education covers how to think about structure, tax and custody in the context of these entities. However, we do not provide personal financial, tax or legal advice, and we recommend you consult a qualified adviser for structuring decisions specific to your circumstances. SMSF establishment and specific personal financial advice is referred to licensed partner advisers.
What payment options do you offer?
Payment options vary by tier and are discussed on your strategy call. We offer both upfront and instalment options for most tiers. We are moving toward upfront and short-term payment structures to keep the business financially stable and pass those efficiencies on to members. Specific payment terms are confirmed during your onboarding.
Is my data and privacy protected?
Yes. We take member privacy seriously. Your personal information, portfolio data and communications with our team are handled in accordance with our privacy policy and applicable Australian privacy laws. We do not share your personal information with third parties for marketing purposes.
How do I get started?
Book your private strategy call at collectiveshift.io/strategy. If you are not ready for a call, join our free newsletter at collectiveshift.io/newsletter for research and market updates.
Collective Shift provides general information, research and education only. We do not provide personal financial advice, we do not manage money, and we do not take custody of client assets. All information on this website is general in nature and does not consider your personal financial situation, objectives or needs. You should consider whether the information is appropriate for your circumstances and seek independent professional advice before making any investment decision. Digital assets are volatile and carry significant risk. Past performance is not indicative of future results. Individual outcomes vary and you may lose some or all of your investment.
General information only
Please be aware that all Content (including the investment rules) is factual information only and is prepared for your interest and convenience only. The Content does not take into account any of your personal objectives, circumstances or needs and does not constitute financial advice.
Important Disclaimer
Past performance is not indicative of future results. Individual results may vary. Investment Risk: Cryptocurrency investments carry substantial risk and are not suitable for all investors. The value of cryptocurrencies can be extremely volatile and may result in significant loss of principal. You should carefully consider your investment objectives, level of experience, and risk appetite before investing. Not Financial Advice: The information provided on this page is for educational and informational purposes only and does not constitute financial, investment, trading, or other professional advice. All content is general in nature and does not take into account your specific financial situation or needs. You should consult with a qualified financial advisor before making any investment decisions. No Guarantee of Results: There is no guarantee that similar results will be achieved in the future. Market conditions, timing, individual circumstances, and execution may all impact actual results.