Fully Independent. No Commissions. No Hidden Fees

Finacial Problem-Solving for High Earners With
No Time to Waste.

Your Personal CFO

When you’re building a life across borders, businesses, and careers – your finances usually come last.

It’s not your fault; nobody has time to do it all.

That’s where I come in.

I work as a personal CFO for people with complex financial lives.

Millennials juggling opportunities and obligations, global citizens navigating multiple tax regimes, and executives who are asset rich but time poor.

You don’t need another app.

You need a system, and someone to run it.

I’ll review your entire financial life and create a personalized strategy that covers:

Investments
Future Cash flows
Taxes
Insurance
Retirement
Estate planning

And everything else in-between.

From there, I’ll ensure this strategy gets put into action, because plans are useless just sitting in a drawer.

No Sales Pitch. No Pressure.

Just a conversation to see if we can help with the problems you need solving.

Free Intro Call

What It Feels Like

→ You’re making good money, but it’s just sitting there.

We build a system, so every dollar has a job. Growing, protecting, and compounding for your future.

→ You live in one country, earn in another, and pay taxes in both.

We help create cross-border strategies that don’t leave you overexposed or out of compliance.

→ You have multiple accounts, policies, investments, and no idea how they fit together.

We streamline everything into one clear plan so you’re not guessing, you’re executing.

→ You have others who depend on you. It’s not just you anymore.

We make sure your family is protected, from Wills to Trusts to Insurance. If something unexpected happens, the people you care about aren’t left unprepared.

→You have said you will sort all this for months - But you're constantly too busy.

We handle the complexity while keeping you accountable. So, your money is put to work, and you can stay focused on the life you’re building.

Service Models

We Don’t Sell Products. We Solve Problems.

Full Financial Plan

Designed for globally minded millennials with big ambitions and no time to waste.

✓ Investment Management
✓ Tax Planning
✓ Cash Flow Planning
✓ Insurance Planning
✓ Estate Planning
✓ Debt Payoff Planning
✓ Exit Planning
✓ Real Estate Analysis
✓ Retirement Account Planning
✓ Risk Management
✓ Life Planning
✓+Personal Financial Planning

Four deep-dive sessions (plus support whenever you need it) to finally get your entire financial life organised.

Ranging from $5,000 to $10,000 (complexity dependent)

Investment Management

Expert-led. Fully managed. Build for people who want to grow their wealth without managing it full-time.

✓ Full Financial Planning Package +
✓ A team actively managing your money
day-to-day
✓ Continuous oversight
✓ Performance monitoring and strategic pivots
✓ Periodic rebalancing
✓ Support whenever you need it
✓ Bespoke portfolios build exactly to your needs
✓ Full liquidity. No lock ups. No hidden fees.
✓ Multiple Custodian options
✓ Monthly reporting. Quarterly calls.

An ongoing relationship that evolves with your goals, income and lifestyle.

Pricing Based on our AUM model

Not Your Typical Financial Advisor

Not to Brag…But it Turns Out,
People Like Working with Us

Mike really knows his stuff. For years, I just bought stocks and hoped for the best. Eventually, that became unmanageable. Mike consolidated my personal and business portfolios and built a robust investment plan for both. The added cash flow and insurance planning were a huge bonus.

Aidan

Business Owner

As an expat, my finances were scattered across countries and accounts. I finally have a clear strategy, my taxes are sorted, and my portfolio is fully invested. Best of all, Mike’s there if I need anything.

Sean

Executive working abroad

The investments have performed really well, and we have access to capital whenever we need it, but it was the cash flow planning that changed everything. Now we invest with a clear monthly target, and the allocations actually work for us. It’s a huge confidence boost knowing Mike’s there when we need him.

Damien

Risk Officer

Finacial Problem-Solving for High Earners WithNo Time to Waste.