Services
Video meeting . 15 mins
Video meeting . 40 mins
1:1 Consultation
Financial Freedom coaching
Priority DM . 2 days reply
Video meeting . 60 mins
1:1 Coaching - In depth discussion for 1 hr
Financial Freedom coaching
About me
I am a commercial leader in the tech industry, and embarked on the personal financial freedom journey when I worked in a wealth tech start-up a few years ago. I sat through hundred hours of financial planning and led the product development of key planning tools. I have first-hand experiences in the tax, finance and investment systems in the UK. Having invested in a variety of asset classes (property, shares, crypto, start-ups et.c), I have done the hard work and made all the mistakes, so you don't have to.
I am your friendly coach to provide you with the knowledge and confidence to build a bright financial future. You are likely to find my coaching valuable if you are:
- new to UK and are unfamiliar with the systems here (what's an ISA, what's a SIPP?)
- at your 20s and are unsure about your financial future ( I live from paycheck to paycheck, can I be financially free?)
- a high income earner and want to maximise your take-home wealth (What's the 60% tax trap? Do I have to pay so much tax on my bonus/ RSU?)