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Financial adviser & Mortgage broker for Tech Executives & Founders?? ESP, RSUs & Equity Packages Expert?? 150 Google Reviews & LinkedIn Recs?? Book a 1:1 call for a Free Financial Strategy Audit to kickstart 2025????

To be successful with your #finances you need to manage your money like a business and have a CFO mindset. The term chief financial officer (CFO) refers to a senior executive responsible for managing the financial actions of a company. The CFO's duties include tracking cash flow and financial planning as well as analyzing the company's financial strengths and weaknesses and proposing corrective actions. We act as the client's CFO and our role is to apply financial acumen to the client's situation. To provide a methodical approach to managing money and use proven strategies to enhance what you’ve got and create opportunities for improvement. ------------------ I specialise in helping senior tech executives with their tax effective wealth strategies, employee share schemes and retirement income planning. One of the services I offer is to be a sounding board to my network As I’ve found that most people could improve their plan to replace their working income with passive income from their investment portfolio. If you are open to having a chat or getting a second opinion please drop me a message. #wealthmanagement #mindset

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