I help professionals and brands in the Personal Finance and Wealth Managment design a system to attract clients on autopilot.

Ghostwriter & Content Consultant

Jigsaw Financial Associates Limited

Senior Paraplanner - Wealth Management

Fairstone Group Ltd

- Helping affluent and ambitious individuals and families answer the question "have we done enough to step back without wrecking our finances?". 

- Giving clients peace of mind that they are doing enough.

- Designing road maps to retirement for clients in their 50s and 60s. 

- Implement strategies to give peace of mind about leaving a legacy to family members.

NAVIGATE IFA LIMITED

- Helping affluent and ambitious individuals and famalies answer the question "have we done enough to step back without wrecking our finances?". 

- Giving clients peace of mind that they are doing enough.

- Designing road maps to retirement for clients in their 50s and 60s. 

- Implement strategies to give peace of mind about leaving a legacy to family members.

Fund Analyst & Paraplanner - Wealth Management

- Worked with families struggling with business debt.
- Collaborated in putting together strategies to give families some peace of mind.
- The outcome was reducing the impact of bad loans on the bank's financial stability.

Credit Analyst - Corporate Finance Restructuring

Seven Financial

- Helping affluent and ambitious individuals and families answer the question "have we done enough to step back without wrecking our finances?". 

- Giving clients peace of mind that they are doing enough.

- Designing road maps to retirement for clients in their 50s and 60s.

Maurice Stevenson Ltd (MSL)

Provided a management accounting service.

Reported to monthly board meeting operational financial information.

Management Accountant

Coleman & Co

Financial Accounting - Accountancy Practice

4Beauty Group

Financial Accounting - Consumer Retail

Fair Investment Company

Financial Accounting - Finacial Services

Marketing Executive - Financial Services

I ghostwrite Educational Email Courses for Financial Planners & Wealth Managers. Building on 12 years Technical Paraplanning in Wealth Management.

In 2022 I decided to experiment with blogging.

With no real audience and no experience of writing online, the idea quickly bombed. 

But then I came across Justin Welsh’s article: “5 Rules of a Permissionless life”. 

2 ideas stuck with me:

- I possess knowledge that others would find valuable. 

- I have permission to try something new “building in public”.


In 2023 I started micro-blogging on LinkedIn. 

I realised I could circumvent the traditional path of “selling financial products”. 

And instead build a path centred on personal finacial education as a means to grow an audience that converts into prospective clients.

I decided to put these skills to good use helping:

- Financial Planners
- Financial Advisers 

Looking to build and grow an online presence.

I will help you to write about:

- You 
- Your ideas, and
- Scale these across the internet

You will have the benefit of an "insider" with an informational advantage as you: 
 
-	Build client engagement.
-	Tailored your client-facing content.
-	Free up your time for core activities.
-	Enhancing communication with clients.

DM me “cowrite” to set up an initial call.

Michael Kakuru

Simple Wealth GmbH

I am on a mission to empower people around the world to build healthy money habits and to make smart investment decisions. 

Equipped with my superpowers empathy and simplifying complex matters, I coach and educate you  about money management and investing so you can...

👵 securely retire 
🧚 build the life you dream about
🌏 create more security, freedom and options for yourself
🥰 focus on the things you love, knowing your money works for you

By diving into the three areas of money mindset, financial knowledge and healthy money habits, I enable you to use financial markets & to create your best life possible.

Co-Founder & Coach

Microsoft

Teamlead - Lead for Commercial Education Business and Modern Classroom with Surface:

• Responsibility for staff incl. functional as well as disciplinary managerial responsibility 
• Consistent onboarding, coaching & mentoring of new teammembers
• Developing local EDU Modern Classroom channel strategy, driving growth planning, coordinating execution
• Crafting and implementing Go-to-Market strategies for EDU and partner business plans
• Driving local growth initiatives with strategic partners and cross-functional stakeholders
• Preparing and delivering quarterly business reviews and account planning for education sector, including devices and Modern Classroom Solutions

Partner Development Manager Surface & Modern Classroom in Education

• Managing and developing one of our biggest Surface channel partners to highest Surface partner level 
• Working with Surface partners to build offerings across Modern Management, Modern Deployment, Device-as-a-Service and sales accelerator offerings across the customer lifecycle
• Developing and managing strategic plan to drive partner sales growth and new customer acquisition
• Being a trusted advisor for all relevant internal and external stakeholders, from senior executives to field rep level

Partner Development Manager Surface

• Developing and executing strategic partner business plans for Surface commercial channel partners
• Ensuring Surface partner readiness by developing and executing plans to build partner marketing, sales integration and support capabilites
• Planning, developing and executing of marketing videos for Surface device portfolio including accessories
• Developing and executing sales readiness trainings for channel partners

Partner Sales Executive Surface

BASF

BASF is the world's leading chemical company, that combines economic success with environmental protection and social responsibility. Through science and innovation BASF enables their customers in nearly every industry to meet the current and future needs of society.

• Assistance to Project Management
• Web Content Management
• Web Analysis: user behavior and acceptance of corporate websites
• Editing and creation of corporate websites with Adobe AEM
• Creating presentations based on the annual report

Working Student Online Communications

Chilindo.com

Chilindo is an online auction platform in Thailand (expanding around SEA at the moment) where all auctions start at 1 THB and which offers a unique experience for online users. Founded in 2014 it is the fastest growing of its kind. Chilindo provides a wide range of products, including fashion, cosmetics, personal care, technology or leisure activities. 

• Development, execution and optimization of online and offline marketing strategies 
• Running high budget PPC campaigns
• Analysis and evaluation of marketing KPIs
• Managing social media accounts on several channels (Facebook, Instagram)
• Web Analysis: user behavior and acceptance of website
• Sales Planning by creation of auction plans

Digital Marketing & Business Development

Mannheim Business School

Mannheim Business School (MBS) is Germany’s leading business school and consistently holds top ranking positions. Together with the University of Mannheim, Mannheim Business Schhool offers a coherent, strategic framework for lifelong management education including undergraduate, graduate, and executive education.

• Organization and execution of classes, information sessions and graduations
• Preparation and supervision of exams
• Administrative activities including acquisition of data, data maintenance and  scoring evaluations
• Creation and preparation of presentations for information and introductory sessions

Student Assistant

Hartmann Schweißtechnik und Industriebedarf

Management Assistance

BGH Edelstahlwerke GmbH

Intern Purchasing

Rowohlt Verlag GmbH

Intern Public Relations

I coach young professionals on all things money | 📈 Develop positive money habits | 🎓 Learn how to invest without feeling overwhelmed I Build financial stability I Newsletter: Teach Money To Me

Dein Geld zu investieren, kauft dir mehr finanzielle Sicherheit & Freiheit. Und ich brenne dafür, Frauen auf dem Weg zu genau dieser finanziellen Sicherheit zu begleiten. 

Und genau darum geht es hier!

Ich gebe mein Wissen über's Investieren weiter: In spannenden Beiträgen, in Mini-Kursen und in Gruppen- und 1on1-Coachings.

Leicht verständlich, auf Augenhöhe und mit Fokus auf der Umsetzung. Damit die Theorie nicht in der Schublade verstaubt, sondern in finanzielle Sicherheit verwandelt wird.

Dieses Wissen hat meinen KundInnen und mir geholfen:

👵 eine sichere Rente aufzubauen
🧚 unser Geld so zu nutzen, dass es uns jetzt und in der Zukunft glücklich macht.
🌏 finanzielle Sicherheit, Unabhängigkeit und Freiheit zu erreichen.
🥰 ruhig schlafen zu können, weil wir wissen, dass unser Geld auch dann für uns arbeitet.

---------------------------------
Wieso ich das mache - aka meine Journey zum Personal Finance Coach:

Hi, ich bin Jasmin und ich liebe Finanzen 🥰
Dass ich das mal schreibe, habe ich nicht erwartet. 

Mein Leben war vom Glaubenssatz geprägt, dass viel arbeiten auch viel Geld bringt. 

Als Bademeisterin Sonntagmorgens, 6-Tage Woche bei der Post mit 30 Kilo-Paketen in den Semesterferien und dann in der spannenden IT.

Nach gesellschaftlichen Regeln hatte ich alles richtig gemacht. Viel gearbeitet, gut verdient. 

Trotzdem war ich zu 100% abhängig von meinem Gehalt.

Das wurde mir so richtig bewusst, als mein damaliger Arbeitgeber umstrukturierte und dafür 500 Stellen strich. An einem Tag!

Die Angst dabei zu sein, war rückblickend das Beste, was mir je passiert ist. 

Mir wurde klar, dass ein bisschen Geld auf dem Girokonto und ein monatliches Gehalt keine finanzielle Sicherheit bringen.

Um mich finanziell sicher aufzustellen, habe ich alles über's Investieren in ETFs und Aktien gelernt. Das hat mein Leben radikal verändert: Ich konnte mir eine sichere Altersvorsorge aufbauen und meine Existenzängste verabschieden.

Nach 6 Jahren habe ich meinen Job gekündigt und war ein Jahr reisen, OHNE auch nur einen Cent aus meiner Altersvorsorge zu nehmen!

Meinen alten Glaubenssatz habe ich über Bord geworfen. Denn heute weiß ich, dass ich mit Investieren auch leicht Geld verdienen kann. Du muss "nur" die nötige Basis schaffen und endlich anfangen!

taplio

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Jasmin Flick

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