Don’t hesitate to get in touch with any questions, comments or concerns.
I love optimizing my personal finance world and would like to help you with yours. I’m not a financial advisor so I’m not connected to any expensive investment contracts, I’m just a yachtie with a passion for this stuff.
I thoroughly research and believe in what I recommend and ensure to educate you on all that is relevant to your finance world.
What I will help with…
- Investment contract analysis (fee structures, surrender values, investment allocations)
- Analysis of current portfolio
- International money transfer options
- International currency bank account options
- Investment strategy education
- Stock market 101 education
- Education on ETFs and index funds
- Investment platform education
- Personalized financial optimization
- Future life & financial goals management
Other areas I look at…
- How & where are you storing your money
- Your spending habits
- What bank cards you own
- Your bank fee/ATM charges
- What subscriptions you have
- Is your money automated
- Do you track your spending
- Where is your money ‘leaking’
- Non-ridiculous methods of actually making more money
How we can work together
Discovery Session – USD$100
- We discuss your current financial situation, your future goals and how you can achieve them
- Includes education & actionable real world advice
- We cover my financial setup and how it works for me
Coaching – $50-100
- Takes place after the discovery session
- Session topics chosen by you
- I provide coaching through setting up investment accounts, reading investment contracts, etc.
- Accountability checks, I make sure you’re taking action
- Ideal for clients that require a more guided approach
Subscription – $25 per month
- Email/whatsapp service
- Provides clarity during your venture into personal finance
- Quick & no B.S approach, you ask me a question, I answer it and provide further reading/videos etc if needed.
I’m here to coach, educate and help wherever I can.
Considerations*
The above offers relate to education & guidance regarding the topics of ETFs/index investing, best online banking practises, how to save more money, psychology of money, side hustle support and general personal finance optimization.
I do not offer education on individual stock investments, allocations or personal tax. Although this information is applicable to all, it’s specifically intended for those who have less experience in personal finance.
