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

The only brand strategist in advisor marketing that helps financial advisors discover their niche, craft their positioning, and tell their stories to get more inbound leads of dream clients.

Most advisors want to grow, but they’re stuck in an old model. They’re tired of chasing prospects, begging for referrals, or feeling like their brand is invisible. The truth?

You’re only a trusted advisor to the clients who already know you.
To grow, you need to become a trusted authority—and that’s where I come in.

Hi 👋 I’m Natalie Hales, and I help financial advisors stop spinning their wheels and start attracting ideal clients.

With 14 years of experience in advisor marketing across Canada and the U.S., I’ve worked with everyone from top independent advisors to national firms like Canada Life and global associations like MDRT.

My signature framework, The Niche Funnel™, flips the traditional sales funnel on its head.
Instead of shouting into the void, we focus your niche, refine your brand, and develop a strategy that magnetizes the right people so they come to you.

🔹 Niche Sprint: Define your ideal audience and unique value
🔹 Brand Sprint: Craft your brand story and messages
🔹 Marketing Sprint: Build a strategy and 90-day action plan that works

Together, these Sprints make up The Niche Funnel™, the fastest and most effective path to gain both authority and attention. 

Advisors who join my community, The Power Network™, continue to grow their niche (and build the referrals that come with it) inside a strategic network of advisors who actively seek to help you succeed.

I’ve helped advisors land $20M accounts, build referral-based practices, and finally feel like their brand reflects their value.

This work is personal.
When both of my parents became disabled and I faced a rare genetic diagnosis, I saw just how life-changing the right advisor can be.

Now, I help advisors become visible for the right reasons—and attract the right people with confidence, clarity, and purpose.

Stop chasing leads. Start attracting dream clients.
Let’s build a brand that works as hard as you do.

DM me the word BRAND and let’s talk.

taplio

The Battle

Michael Kakuru

Natalie Hales

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