Build Wealth Like a Banker – Without the Stress or Second-Guessing
Finally, a step-by-step coaching program for finance professionals who were never taught how to manage their money. Walk away with an emergency fund, a clear plan, and a hands-off investment portfolio you can manage - guaranteed.
Financial Counselling
Financial Planning
Investment Guidance
Join 20+ High Achieving Professionals and Fintechs
Why This Exists
You work in finance - but no one ever taught you how to manage your own money.
You spend your days helping clients and institutions get rich and stay safe, but when it comes to your personal wealth, you're stuck second-guessing every move.
Between the overflowing inbox, compliance restrictions, and fear of doing it wrong, your own financial goals keep getting pushed to next month.
Then the next. Then the next.
You feel like a fraud. People think you're investing. But you're not. You have no time, and too many company hoops to jump through.
I get it - because that was me, too.
After 8 years at Goldman Sachs, leading teams across London and Singapore, I realized I’d spent nearly a decade protecting the firm’s money… while quietly losing $30,000 of my own.
I was earning well, living below my means - and still unsure where my money was going, or how to make it grow.
I didn’t feel confident, in control, or free.
I kept telling myself:
"I should know this already.”
"I’ll figure this out after bonus season.”
“What if I mess it up and everyone finds out?”
Sound familiar?
So I stopped winging it, and built a system that finally worked - one that helped me recover my losses, build a global profitable portfolio I could manage myself (until I need an Advisor), and spend more guilt-free.
That’s why I built this program - so you can finally treat your money with the same intention you give your career.
In just 8 sessions, you’ll walk away with:
$10–30k investment portfolio you manage yourself.
System to grow your savings by 10–20% in 3 months.
Emergency fund that covers at least 3–6 months of expenses.
Financial roadmap - aligned to your goals, values, and lifestyle.
And also what you secretly want:
The confidence to make career moves without financial fear holding you back.
The investing knowledge you can finally share with loved ones whenever they ask.
And to no longer living in survival mode - so you start showing up with more time, peace, and presence in every area of your life.
Financial success shouldn't just look good on paper.
It should feel good in real life.
Pains You Face
Social media and group personal finances courses overwhelm you with a lot of information - which you cannot apply. Here's why.
What You’ll Get in This Program
You don’t need a finance degree, hours of free time, or a meditation app to finally feel calm and in control of your money.
This isn’t a passive course. It’s a done-together 1:1 coaching program - designed for finance professionals who want clarity and progress, not theory or fluff.
Money Plan
Personalised
Growth
Automated
Trusted
The Wealth System You Want
No more budgeting apps that confuse you, or investment platforms you abandon. My clients use this simple but powerful approach to finally feel in control of their finances — even while working 50+ hour weeks.
Extensive Industry Experience
I've worked in Capital Markets for about a decade. I saw how successful investors built wealth, and what stopped us normal investors from reaching out to ask for help.
Multicultural Awareness
Living in Spain, London, and Singapore has meant I understand behavioural finance psychology across cultures - especially how to overcome ingrained money limiting beliefs.
Optimised to Serve Individuals and Fintechs
Our mission is to encourage people to act on their finances. An example of this is partnering with Japanese Fintech, Habitto, that led to +300% in engagement, increased trust with financial advisors, and increased deposits.
If you decide to go ahead and need a payment plan, don't worry. We'll work on this together.
All Plans Include
100% Satisfaction or Money-Back Guarantee
Lifetime Access
Portfolio Fee Review
Learn how I've empowered 25-35 year old professionals globally
achieve financial success!

Aini
Market Research Director, Singapore
Joeri
Recruitment Founder, Dubai