Reviews from Self-Employed Clients
Being self-employed means freedom, but also more responsibility with money. There’s no employer pension to rely on, retirement planning is entirely on your shoulders, and income often fluctuates from month to month. Add long working hours and less free time, and finances can easily take a back seat.
Â
That’s why our coaching for self-employed clients is built around flexibility — from scheduling calls that fit unpredictable workloads to creating strategies that work with variable income, all while ensuring they stay on track for retirement without an employer pension.
Adeel moved into the private sector and needed a new retirement plan
Adeel Nazir is a dentist in the UK.
After leaving the NHS, he found himself earning more money but without a pension to rely on. He tried day trading, but quickly got burned and realized it wasn’t a path he could have the time to follow. What he was really looking for was a clear structure he could follow with confidence.
After joining our Coaching Program, Adeel learned all the key tools to become an effective investor: how to set a budget, how to choose and monitor a portfolio, and how to build a long-term strategy.
As a clinician, what he appreciated the most was the evidence-based nature of the program: every strategy was tested and proven before being taught.
Dawnelle Varga was losing money to fees she didn’t understandÂ
Dawnelle lives in Canada and works as a physiotherapist.
For years, she had her investments managed by a financial advisor. Over time, she realized how much of her returns were being lost in fees.
She tried searching online for alternatives, but without a clear structure everything felt scattered.
What she really needed was guidance and organization—something she finally found in our 1-1 Coaching Program. She learned that long-term investing doesn’t have to take much time: once the right strategy is set, it only takes minutes to review and stay on track.
Now, she invests independently with a clear plan to retire early. And most importantly, the profits she makes stay with her, instead of going to a financial advisor.
Mads found a way to grow his wealth while focusing on his career
Mads Jarlfeldt works as a photographer in Switzerland.
With irregular income, his biggest worry was how to build something stable for the future and create a passive income stream that would let him focus on his passion.
Rather than just being told what to do, Mads wanted to understand the logic behind every investing decision. That's what he got by working with us:Â someone who could explain the "why" behind each step. After few weeks, he learned how to analyze assets, shape a portfolio around his goals, and design a strategy he could trust.
Now, Mads continues working in photography with the confidence that his investments are quietly taking care of his future, giving him both peace of mind and a plan that grows alongside him.
