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

Nicole Gauthier

Wicked Holdings, LLC

A real estate investment company focused on passive investing opportunities in Multifamily for just professionals looking to invest without time spent of their own.

Founder & Strategic Managing Partner

University of Houston

Finance Major focused on mathematical statistics, financial analysis, case studies and growth oriented projects/ tasks used to create a solid financial foundation. 

Led several projects during my student career and became well versed in several industries by taking classes specifically focused on marketing, supply chain, insurance, global infrastructure, economics and organizational management. 

Maintained Deans List and held a 4.0 GPA throughout all college semesters.

Finance Graduate

Quantum Resources Management, LLC

•	Processed JIB month end closings and was responsible for distributing all departmental invoices.
•	Facilitated external audit requests and procedure training for my department in accordance with SOX.
•	Audited and cleared up several past outstanding entries affecting our financial statements amounting to more than $500,000.
•	Conducted account reconciliations for receivable and pre payment accounts.
•	Responded and inquired to partners regarding short payments and additional cost details.
•	Completion of P&A re class entries and analysis of variance reports.
•	Trained new staff to JIB role.

Operations JV Accountant

Canadian Natural Resources Limited (CNRL)

•	Processed capital, revenue, royalty, and expense amounts in accordance with the terms of the governing agreements.
•	Completed a variety of projects such as amendments to costs or revenues through complex calculations.
•	Developed project management skills in advising co-op and summer students in 2010- 2011.
•	Composed and presented an instruction procedure for WIO/ Volumetric reporting in the registry.
•	Responsible for Alberta registry reports (Volumetric, SAF/OAF) for 40+ person department in order for revenue entries to be completed.
•	Monitored and cleared accounts receivable, accounts payable, trial balance, and revenue suspense accounts.

Began my career with this company as a summer co-op student and was quickly hired on full time. During my time as a recent graduate, I assisted staff in various clean up projects as it related to the trial balance. I processed applicable journal entries to the clean up projects and conducted account reconciliations. Overall, advanced my knowledge of Oil and Gas industry practices as well as gained valuable experience in the Accounting and Finance world.

Joint Venture Accountant

I help passive investors grow their income and reduce their tax liability by providing multifamily investment opportunities | Without dealing with tenants, or time added to YOUR schedule | Founder of Wicked Holdings

Are you are a busy professional or a high income earner?

At some point in your career, you either got a bonus, extra commission or maybe even a raise. 

You cheered excitedly with plans to divy up the whole thing, only to find that a HUGE chunk went to…
🥁🥁🥁 pay MORE taxes. 

A huge chunk of your hard earned money GONE!

You thought up all of these grand ideas to save, to no avail. 

As if taxes weren't the only thing, everyone has worried about job stability. 

A time when an unexpected furlough (hello 2020) completely blindsided you and your family. You saw that stellar performance did not equate to a guaranteed job, and you probably could’ve used some extra passive income without having to manage tenants, toilets or trash.

So, let me ask you this:

💥Do you want to achieve financial freedom and generate passive income without a second job? 
If so, I’m glad you’re here!

Listen, life is meant to be lived NOW - without the time and hassle of waiting until 65 to enjoy it.

As both an active and passive investor myself, I understand the importance of achieving financial freedom and designing your grandest life now rather than later. 

I help busy professionals like you achieve their financial goals by providing cash-flowing multifamily investment opportunities that pay YOU and are completely hands-off. 

Now, imagine this…

✨ Placing capital into an investment that pays you quarterly distributions with none of your time spent managing the deal.
✨ Using this extra income to build up your retirement nest egg.
✨ Paying for your kid's college education, without clocking in for it.
✨ A life where your tax bill is no longer a bill and instead a time to celebrate.
✨ Never having to deal with one tenant, toilet or any trash dumped in your yard.

With my guidance, you can absolutely make this a reality. 

If you're ready to grab your financial future by the hand and say let’s do this, then send me a DM. 
I can help provide multifamily real estate opportunities for you to invest in.

And if investing passively is foreign to you, I coach passive investors on their journey to financial freedom.

Let's work together to build a brighter future for you and your loved ones.

taplio

The Battle

Michael Kakuru

Nicole Gauthier

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