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Case Studies

+15 projects completed in 2024

🇬🇧 Mitesh: Boosted Savings Rate from 6.5% to 39.6%

Startup Growth Manager to World-Class DIY Wealth Manager

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🇬🇧 Mitesh: Boosted Savings Rate from 6.5% to 39.6%

Startup Growth Manager to World-Class DIY Wealth Manager

Read case study →

🇬🇧 Mitesh: Boosted Savings Rate from 6.5% to 39.6%

Startup Growth Manager to World-Class DIY Wealth Manager

Read case study →

🇯🇵 Record Client Engagement and ROI with Habitto, Digital Bank in Japan

Habitto: Transforming Japan's Fintech Landscape

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🇯🇵 Record Client Engagement and ROI with Habitto, Digital Bank in Japan

Habitto: Transforming Japan's Fintech Landscape

Read case study →

🇯🇵 Record Client Engagement and ROI with Habitto, Digital Bank in Japan

Habitto: Transforming Japan's Fintech Landscape

Read case study →

🇬🇧 Catherine: From Research Paralysis to Investment Action

From NHS Doctor to Public Market Investor

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🇬🇧 Catherine: From Research Paralysis to Investment Action

From NHS Doctor to Public Market Investor

Read case study →

🇬🇧 Catherine: From Research Paralysis to Investment Action

From NHS Doctor to Public Market Investor

Read case study →

🇩🇰 Shivani: From Overwhelmed VC to Confident Wealth Builder

Implemented Spending Reservoir System leading to a DKK +500K investment projection

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🇩🇰 Shivani: From Overwhelmed VC to Confident Wealth Builder

Implemented Spending Reservoir System leading to a DKK +500K investment projection

Read case study →

🇩🇰 Shivani: From Overwhelmed VC to Confident Wealth Builder

Implemented Spending Reservoir System leading to a DKK +500K investment projection

Read case study →

🇦🇪 Joeri: Built $1.53M Investment Strategy While Transforming Money Mindset

Increased Investing by 200% with an optimized financial plan

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🇦🇪 Joeri: Built $1.53M Investment Strategy While Transforming Money Mindset

Increased Investing by 200% with an optimized financial plan

Read case study →

🇦🇪 Joeri: Built $1.53M Investment Strategy While Transforming Money Mindset

Increased Investing by 200% with an optimized financial plan

Read case study →

🇪🇸 Noori: Rescued €8,000 from Predatory Life Insurance

Rescued €8,000 from predatory 1.7% fee life insurance and built +€500K children's education fund

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🇪🇸 Noori: Rescued €8,000 from Predatory Life Insurance

Rescued €8,000 from predatory 1.7% fee life insurance and built +€500K children's education fund

Read case study →

🇪🇸 Noori: Rescued €8,000 from Predatory Life Insurance

Rescued €8,000 from predatory 1.7% fee life insurance and built +€500K children's education fund

Read case study →

🇸🇬 Aini: From Financial Guilt to Confident Wealth Growth

How Aini transformed her finances without giving up the life she loves

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🇸🇬 Aini: From Financial Guilt to Confident Wealth Growth

How Aini transformed her finances without giving up the life she loves

Read case study →

Case Studies

Startup Growth Manager to World-Class DIY Wealth Manager

Startup Growth Manager to World-Class DIY Wealth Manager

Startup Growth Manager to World-Class DIY Wealth Manager

Habitto: Transforming Japan's Fintech Landscape

Habitto: Transforming Japan's Fintech Landscape

Habitto: Transforming Japan's Fintech Landscape

From NHS Doctor to Public Market Investor

From NHS Doctor to Public Market Investor

From NHS Doctor to Public Market Investor

Implemented Spending Reservoir System leading to a DKK +500K investment projection

Implemented Spending Reservoir System leading to a DKK +500K investment projection

Implemented Spending Reservoir System leading to a DKK +500K investment projection

Increased Investing by 200% with an optimized financial plan

Increased Investing by 200% with an optimized financial plan

Increased Investing by 200% with an optimized financial plan

Rescued €8,000 from predatory 1.7% fee life insurance and built +€500K children's education fund

Rescued €8,000 from predatory 1.7% fee life insurance and built +€500K children's education fund

Rescued €8,000 from predatory 1.7% fee life insurance and built +€500K children's education fund

How Aini transformed her finances without giving up the life she loves

How Aini transformed her finances without giving up the life she loves

How Aini transformed her finances without giving up the life she loves

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