Who are we

Our passion stems from empowering those like you - determined to make a positive change for yourself. Read below about how we help you on your journey to taking control of your own financial future.

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How we do things

We pride ourselves on doing things differently

We talk your language. We cut the jargon and communicate in simple terms that make our concepts easy to comprehend. We teach in a way that requires zero prerequisite knowledge. We understand that the idea of mastering personal finance and investments can be intimidating. We will show you that it doesn’t need to be, by breaking down complex ideas into easily digestible concepts

Our guidance is extremely practical. We will help you make profound changes and see improvements from the first week! Instead of hundreds of pages of theoretical information, we have condensed the knowledge and frameworks acquired through a decade of experience and multiple case studies, into concise guidance that cuts out all the noise and teaches you only and exactly what you need to know to succeed. 

The traditional schooling system does not even come close to teaching us how to invest and manage our money because the financial industry relies on the lack of public financial acumen in order to rake in profits! We show you how easy it can be to take matters into your own hands and teach you the practical step by step process to start earning excellent returns without paying excessive fees to fund managers.

Get to know your coach

My knowledge and experience brings together a myriad of training and practical application of personal and corporate financial management, technical consulting frameworks, and techniques employed in behavioral change therapy. The result is a comprehensive program designed to land you in a self-sufficient and sustained state of absolute confidence with managing your daily finances, making sound investment decisions, and reaching your wildest financial goals!

Phillip greeting client

Phillip Venter

Coach

My name is Phillip, and I’m honoured to take you on this journey. I felt it necessary to include a condensed version of my story in this introduction, to show you that you are not alone in the questions you have and the help you need.

I have long since had a passion for helping others and enjoyed many coaching roles during my career. The origins of my quest to master finance and coach others on how to navigate their own financial livelihoods stemmed from my frustration about the lack of personal financial acumen that I endured during my early twenties: Judging by the fact that you’re reading this, it’s probably something you can relate to. This frustration became the catalyst for me to embark on a decade of learning and mastering every aspect of personal wealth management. I decided early on in my journey that I would consolidate my learnings and offer it to others who found themselves in the same position that I had found myself in.

But what qualifies me to teach it to you?

I hold a Bachelor’s degree in Mechanical Engineering and a Master’s degree in Aerospace Engineering from Delft University of Technology – the component of my past that strengthened my analytical abilities. I also gained an Executive Master’s degree in International Finance from Amsterdam Business School. In this Finance Masters I specialized in investments and my thesis was on employing machine learning methods to optimize investment portfolios using a modelling technique known only to the top portfolio managers. I’m a registered NLP Master Practitioner and coach. For those unfamiliar with NLP, it is a well-known psychotherapeutic approach to changing human thoughts and behaviors, often used in leadership training and life coaching.

Finally, to supplement my coaching experience I’ve had the great privilege of working as a corporate financial analyst and controller in a Fortune 500 company, as well as honing my consulting skillset whilst working with clients as a management consultant at one the world’s largest business and strategy consultancy firms.

Despite the academic merit and the relevance of my experiences, it is the feeling of fulfilment I get in helping others through the journey I endured myself, that motivates and best qualifies me to serve you. I feel a sense of moral obligation to fulfil the role of coach and speed up your decade of self-discovery!