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

Sensible Portfolios®

Investment management and financial planning at a low cost, allowing you to earn more while paying less. 

Serving clients nationwide from our office in Reno, NV.

Reach out today: 
lena@sensibleportfolios.com
www.sensibleportfolios.com

Partner | Financial Planner 

GLG (Gerson Lehrman Group)

GLG is the world’s leading B2B platform connecting professionals with insight. We connect thousands of clients to the largest global network of subject-matter experts across every sector. We bring the power of insight to every great professional decision.

Senior Manager, Project Support

Teach for America

Teach For America is a non-profit organization that selects elite college graduates to teach in low-socioeconomic schools across America. Corps members complete explicit training aimed at closing the achievement gap through data driven instruction and high academic expectations for students. Corps members are also full-time graduate students earning a Masters in Education.

Corps Member and First Grade Teacher

With Sensible's low-cost approach to investing and retirement planning,  everyday investors earn more while paying less.

I partner with my Dad, Sensible's founder, Darrell Armuth. Together,  we are on a mission to provide a better investing experience for today's investors.

Since opening its doors in 1994, Sensible has adhered to a few basic rules:

► Be nice to people. 
► Keep things simple. 
► And don't charge high fees.


Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

taplio

The Battle

Michael Kakuru

Lena Armuth, CFP®

Followers

Posts

Engagements

Likes

Ready to grow your LinkedIn presence?