Don't lose money
gambling.
Learn the proper
way.

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No plans available

Once there are plans available for purchase, you'll see them here.

What Do You Get?

Live one-on-one Sessions

Get on Zoom and learn and practice with me. Our Sessions are one-on-one and you can book them according to your own schedule and preferred learning pace

Planning Booklet

You will receive my Planning, Research, Budgeting Templates on Notion and a booklet to guide you on your journey

WhatsApp and Email Alert

Chat to me via Email and WhatsApp whenever you need help with your investing and discussing ideas that you wish to try on your portfolio

Book Free Call to Learn more

☎️ Free QnA Call
via Zoom/WhatsApp
A session to help you get started with investing and learn more about how I can help you.
30 min
Free
Book Now

What is the Mentorship like?...

Week 1: Laying the Foundation

Kick off your investment journey by understanding your current financial landscape. We'll explore your goals, risk tolerance, and create a clear snapshot of where you stand, setting the stage for informed decisions and the power of starting early.

Week 2: Demystifying Debt

Gain clarity on different types of debt, understand the impact of interest, and learn effective strategies to prioritize and manage what you owe. We'll also demystify credit scores and how they play a crucial role in your financial well-being.

Week 3: Building Your Investment Strategy

Learn how to connect your financial aspirations with the right investment approach. We'll discuss asset allocation, diversification principles, and explore strategies like buy-and-hold and dollar-cost averaging to create a personalized investment roadmap.

Week 4: The Magic of ETFs

Discover the world of Exchange Traded Funds (ETFs) and why they're a powerful tool for casual investors. We'll break down their benefits, explore different types, and understand the key factors that make them an accessible way to diversify your investments.

Week 6: Cultivating the Savings Habit

Unlock the power of consistent saving. We'll focus on setting realistic savings goals, implementing effective saving strategies, and identifying opportunities to build a financial safety net that fuels your investment growth.

Week 5: Setting Up Your Investment Account

Navigate the process of choosing and setting up your investment account. We'll explore different account types and brokerage platforms, ensuring you feel confident taking that crucial first step towards investing.

Week 8: Bringing It All Together

In our final session, we'll consolidate everything you've learned into a personalized action plan. You'll leave with a clear list of ETFs to consider, a strategy for managing debt, and a solid savings plan, ready to confidently navigate your financial future.

Week 7: Refining Your Investment Plan

Dive deeper into understanding your chosen ETFs and the importance of a long-term investment perspective. We'll discuss further research, basic tax implications, and strategies to stay the course and avoid emotional trading.