Wealthfluency

I help small business owners boost profits by 15-20% min. in just 12 weeks by eliminating the hassle of endless spreadsheets and analytics. My Financial Navigator program focuses on bringing all your data together to give you actionable insights using our custom automated dashboard.

✔ Achieving financial clarity shouldn't be a struggle.

That's why our program centralises and unifies all your business data, making it easy to see where you can save money and increase profits. By leveraging real-time insights, my clients are able to make informed data-driven decisions that drive growth and efficiency.

⏩ We tackle all aspects of financial management: from data integration, automation, and expert analysis to strategic planning.

Where we really shine is in turning those insights into action that increases cash flow. Our program includes bi-weekly calls with me for personalised coaching, alongside an in-depth, step-by-step approach that covers:

• Comprehensive financial audits
• Custom dashboard setup and training
• Strategic profit and growth planning
• Monthly performance reviews

Importantly, we avoid methods that don't yield results:

• No generic, one-size-fits-all solutions
• No unnecessary manual processes
• No confusing financial jargon

The real success lies in understanding your unique business needs and applying tailored financial strategies to drive results increasing profitability.

Send me a DM, ask about the Financial Navigator.

Want more? In addition to the Financial Navigator, I also guest on podcasts and provide training for masterminds and private communities alike, helping them master financial management and strategic growth.

With over 17+ years of experience in the finance and business strategy space, I am retained by many businesses to enhance their financial planning, analysis, and decision-making processes. Reach out to learn more and start your journey to financial clarity and growth.

Founder - Financial Navigator Program

I've presented, guest appeared and run workshops on money mindset, effective financial management, sustainable scaling through (R)ewriting KPIs and goals, (O)ptimising systems and processes and (I)nvesting regained time and money (ROI Roadmap Framework) at podcasts and private communities including:

- The Nomad Solopreneur Show
- Her Balanced Hustle 
- A Sip of Inspiration
- Work From the Inside Out
- Shoutout Miami
- The Driven Female Entrepreneur
- Scaling with Deasha 
- Work From the Inside Out
- My Journey to CEO
- The Price of Business Show
and many more

Guest Speaker

MBAH CONSULTANCY LTD

Accomplished Product Manager and Business Analyst with over 17+  years of with extensive experience leading digital product development and data-driven decision-making, including websites and third-party digital platforms. 
Demonstrated expertise in leading cross-functional teams to deliver solutions that enhance user experience and drive business growth. Skilled in identifying user needs through customer interactions, designing innovative solutions, and leading projects with a focus on delivering tangible business outcomes. Proven track record in developing and executing product strategies focused on intuitive and scalable digital tools.

Skills & Expertise:
• Product Management: Managing product lifecycles and launching market-leading products.
• Business Analysis: Proficient in SQL, requirements gathering, and process optimisation.
• Software Development: Experienced with Agile methodologies, Scrum, Jira, and Visio.
• Leadership: Leading projects and teams to achieve strategic objectives.

Founder and Principal Consultant

APM/Senior BA | Amherst Group LLC
August 2022 – December 2023

Spearheaded ERP projects in the hmebuilding sector, driving strategic roadmap development and product optimisation. Managed cross-functional teams to deliver solutions that enhance business processes and customer satisfaction.

Key Achievements:

• Led product backlog optimisation, improving project delivery timelines.
• Established strong relationships with C-suite executives, aligning project goals with business strategies.

Senior Business Analyst

PM / Lead BA | CRMmetry Consultancy
April 2020 – June 2022

Directed multiple digital transformation projects, enhancing operational efficiencies through tailored CRM solutions. Managed a $1M project for Jamaica National Bank, transforming their credit facility processes.

Key Achievements:
• Implemented CRM integrations, increasing operational efficiency and customer engagement.
• Developed advanced analytical frameworks to guide business process improvements.

Product Manager

PO / Lead BA | National Commercial Bank
January 2019 – March 2020

Led a transformative project to overhaul insurance processing systems, integrating technology to streamline operations and enhance global service delivery.

Key Achievements:
• Improved productivity by 25% through business intelligence tools and enhanced workflows.

Product Owner

Associate Project Manager | HSBC Private Bank
February 2017 – March 2018

Guided a major regulatory compliance project (MiFID II), focusing on business requirements and compliance processes. Facilitated cross-departmental collaboration.

Key Achievements:
• Conducted training programs for over 200 staff members, enhancing regulatory compliance.

Associate Project Manager

Simplify finances for growth | Helping business leaders make smart money choices to grow revenue in 30 days without boring spreadsheets by keeping all your data in one place 👉 Ask me about Financial Navigator Program

Are you seeking financial clarity and consistent revenue growth for your business?

Learn how you can increase your profits by 6% and your team's productivity by 4% in 30 days...

We help business leaders like you increase revenue without the hassle of boring spreadsheets by keeping all your data in one place for better profitable decisions.

Imagine this:

💸 Steady and predictable revenue growth
💸 Increased team productivity boosting profits
💸 Clear data insights guiding you as you scale

If you're ready to leave behind:

❌ Overworking without seeing growth
❌ Missed opportunities from unclear insights
❌ Confusing, time-consuming spreadsheets and reports

Don't delay!

📩 Message me today and ask me about the 𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗡𝗮𝘃𝗶𝗴𝗮𝘁𝗼𝗿 𝗣𝗿𝗼𝗴𝗿𝗮𝗺!

___

𝗖𝗟𝗜𝗘𝗡𝗧 𝗪𝗜𝗡𝗦

Jessica, Online Boutique Owner
"𝘉𝘦𝘧𝘰𝘳𝘦 𝘐 𝘢𝘱𝘱𝘳𝘰𝘢𝘤𝘩𝘦𝘥 𝘈𝘯𝘸𝘪𝘯, 𝘐 𝘸𝘢𝘴 d𝘳𝘰𝘸n𝘪𝘯𝘨 𝘪𝘯 𝘴𝘱𝘳𝘦𝘢𝘥𝘴𝘩𝘦𝘦𝘵𝘴, 𝘶𝘯𝘴𝘶𝘳𝘦 𝘰𝘧 𝘸𝘩𝘦𝘳𝘦 𝘮𝘺 𝘮𝘰𝘯𝘦𝘺 𝘸𝘢𝘴 𝘨𝘰𝘪𝘯𝘨, 𝘢𝘯𝘥 𝘩𝘰𝘸 𝘵𝘰 𝘰𝘱𝘵𝘪𝘮𝘪𝘻𝘦 𝘪𝘵. 𝘕𝘰𝘸, 𝘐 𝘯𝘰𝘵 𝘰𝘯𝘭𝘺 𝘶𝘯𝘥𝘦𝘳𝘴𝘵𝘢𝘯𝘥 𝘮𝘺 𝘤𝘢𝘴𝘩 𝘧𝘭𝘰𝘸 𝘣𝘶𝘵 𝘤𝘢𝘯 𝘮𝘢𝘬𝘦 𝘪𝘯𝘧𝘰𝘳𝘮𝘦𝘥 𝘥𝘦𝘤𝘪𝘴𝘪𝘰𝘯𝘴 𝘵𝘩𝘢𝘵 𝘩𝘢𝘷𝘦 𝘣𝘰𝘰𝘴𝘵𝘦𝘥 𝘮𝘺 𝘱𝘳𝘰𝘧𝘪𝘵𝘴 𝘣𝘺 𝟥𝟢%" 

Jess, Business Coach
"𝘈𝘯𝘸𝘪𝘯 𝘪𝘴 𝘵𝘰𝘱 𝘰𝘧 𝘩𝘦𝘳 𝘨𝘢𝘮𝘦 𝘸𝘩𝘦𝘯 𝘪𝘵 𝘤𝘰𝘮𝘦𝘴 𝘵𝘰 𝘧𝘪𝘯𝘢𝘯𝘤𝘦𝘴 𝘢𝘯𝘥 𝘨𝘳𝘰𝘸𝘪𝘯𝘨 𝘮𝘰𝘯𝘦𝘺. 𝘚𝘩𝘦'𝘴 𝘭𝘪𝘷𝘪𝘯𝘨 𝘱𝘳𝘰𝘰𝘧 𝘢𝘭𝘰𝘯𝘨 𝘵𝘩𝘢𝘵 𝘪𝘵 𝘥𝘰𝘦𝘴𝘯'𝘵 𝘮𝘢𝘵𝘵𝘦𝘳 𝘸𝘩𝘦𝘳𝘦 𝘺𝘰𝘶 𝘢𝘳𝘦, 𝘺𝘰𝘶 𝘤𝘢𝘯 𝘤𝘳𝘦𝘢𝘵𝘦 𝘧𝘢𝘴𝘵 𝘤𝘩𝘢𝘯𝘨𝘦 𝘢𝘯𝘥 𝘣𝘦𝘤𝘰𝘮𝘦 𝘵𝘩𝘦 𝘉𝘌𝘚𝘛 𝘮𝘰𝘯𝘦𝘺 𝘮𝘢𝘯𝘢𝘨𝘦𝘳 𝘢𝘯𝘥 𝘸𝘦𝘢𝘭𝘵𝘩 𝘤𝘳𝘦𝘢𝘵𝘰𝘳"

Sarah, MBA Consultant
"𝘐 𝘧𝘪𝘯𝘢𝘭𝘭𝘺 𝘩𝘢𝘷𝘦 𝘤𝘰𝘮𝘱𝘭𝘦𝘵𝘦 𝘷𝘪𝘴𝘪𝘣𝘪𝘭𝘪𝘵𝘺 𝘪𝘯𝘵𝘰 𝘰𝘶𝘳 𝘰𝘱𝘦𝘳𝘢𝘵𝘪𝘰𝘯𝘴, 𝘦𝘯𝘢𝘣𝘭𝘪𝘯𝘨 𝘮𝘦 𝘵𝘰 𝘮𝘢𝘬𝘦 𝘪𝘯𝘧𝘰𝘳𝘮𝘦𝘥 𝘥𝘦𝘤𝘪𝘴𝘪𝘰𝘯𝘴 𝘵𝘩𝘢𝘵 𝘩𝘢𝘷𝘦 𝘥𝘳𝘪𝘷𝘦𝘯 𝟣𝟪% 𝘳𝘦𝘷𝘦𝘯𝘶𝘦 𝘨𝘳𝘰𝘸𝘵𝘩 𝘪𝘯 𝘫𝘶𝘴𝘵 𝟨 𝘮𝘰𝘯𝘵𝘩𝘴." 
___

𝗣𝗔𝗥𝗧𝗡𝗘𝗥𝗦𝗛𝗜𝗣𝗦 & 𝗣𝗢𝗗𝗖𝗔𝗦𝗧 𝗚𝗨𝗘𝗦𝗧𝗜𝗡𝗚

Interested in having Anwin as a JV partner or as a guest on your podcast?

Reach out today and let's find the most valuable way we can work together..

📬 email: hello@wealthfluency.com

___

As seen in:
🎙️The Nomad Solopreneur Show - https://www.youtube.com/watch?v=nQCOLTm-HGo
🎙️Her Balanced Hustle - https://www.youtube.com/watch?v=T_BWp-Hreho
🎙️A Sip of Inspiration - https://www.youtube.com/watch?v=HW940dXBJeA

Anwin 💰 M.

GetHired Online

* Generate leads and send out email invites and follow up emails to target hiring companies and brand partners as part of the sales and admin team.
* Monitor and update overall email lists tracker
* Create and conduct presentations during weekly team meetings

Sales and Admin Virtual Assistant

FAMILY HOME

Home Manager

Learn to Trade Philippines

Forex Trader

Citi

•	Review, monitor, and rate calls for both sales and services consumer businesses in Citi Australia, and report any breaches and findings to the management team for corrective action. 
•	Facilitates weekly calibrations, training, huddles, and roadshows for new hires and tenured officers as Subject Matter Expert.
•Supported one of the focus teams in Operations as part of the Project Gold initiative and collaborated with Sales Coaches, SMEs, Team Leaders, and Operation Managers ensuring action items are aligned with their goals.
•	Required number of evaluations and other ad-hoc tasks were completed and submitted on schedule. Additional card reconciliation reports had improved regarding closing off pending corrective actions.
•	Point person in escalating Nice Recording issues and creating Monthly Sampling Tracker.
•Initiated and devised a process on how to avoid missed evaluations.  Created tools to help the team in their reviews (Sales Scripts and Sales Deletion files).
•	Spearheaded Virgin Money  Acquisitions monitoring, Peakbound  & TCS Overlay Monitoring, and coordinated with Sydney and TCS Mumbai and Manila counterparts whenever necessary. 
•Top Sales Compliance Officer and represented the team as a candidate for Citiphone's Finest and won the title during R&R.
•Helped out in the improvement of the AU Sales Compliance Weekly Feeds by creating an infographic using Microsoft Power Point providing everyone a better understanding and quick look on the sales checking; covering all LOBs and providing tips for better selling. This was commended by SMTs and motivated other teams (Process Control Group and Quality Team) to have their own weekly review with a similar concept.

Quality Analyst & Sales Compliance Officer,  Consumer Banking

•	Directly supports customers in the US through telephone. Providing additional services by offering products that the bank is providing.
•	Takes care of customer complaints and requests. Key skills are not technical but are more interpersonal skills like communication, listening and de-escalating behavior.
•	Maintain and exceed the goal for the key performance indicators.
•	Answers inbound calls and make outbound calls and provide consistently high-quality customer service in each call.
•	Handle all calls/contacts according to company training and standards.
•	Does financial administration – cash, card, cheque, credit/debit, and other bank transactions.
•	Processes maintenance, follow-up, and investigation on cases such as non-received cheques, disputed transactions, lost/stolen cards, rewards redemptions, etc.
•	Ensures monthly sales targets is met monthly.

Customer Service and Sales Officer, Consumer Banking Operations

Pru Life UK

•	Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
•	Worked with clients to support understanding of rationale and details of financial strategies.
•	Assisted clients with preparing financial plans, conducting investment research, and completing transactions to assess and meet financial goals.
•	Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.

Licensed Financial Consultant

ePLDT Ventus

Responsible for delivering exceptional customer service and support to Dish Network's customers in the US. The role involves addressing inquiries, troubleshooting issues, and ensuring that customers have a positive experience with their Dish Network services.

•	Duties include receiving and placing telephone calls. Maintains solid customer relationships by handling their questions and concerns with speed and professionalism.
•	Assist customers with questions related to billing, account information, service plans, technical issues, and more.
•	Troubleshoot technical problems with satellite TV equipment, remote controls, DVRs, and other devices.
•	Identify opportunities to upsell or cross-sell additional services, features, or packages based on customer needs and preferences.
•	Explain the benefits and features of different service offerings.
•	Handle customer complaints in a professional and empathetic manner.
•	Escalate complex or unresolved issues to higher levels of support or management as needed.

Customer Service Officer

🌟 About Me:

Hello! I'm Janice Jornales, a passionate and versatile Virtual Assistant with a background in Electronics & Communication Engineering and a proven track record in finance, digital marketing, and administrative excellence. With my diverse skill set, I empower businesses to streamline operations, enhance productivity, and achieve their strategic goals. Let's connect and explore how I can contribute to your success!

🔍 What I Offer:

I specialize in delivering high-quality, customized solutions across various domains. Here’s what makes me stand out:

📊 Financial Analysis & Reporting: Providing deep financial insights with precise analysis and comprehensive reporting.
💻 Advanced Data Management: Proficiency in tools like QuickBooks, Xero, Microsoft Office, and Google Workspace ensures seamless data handling.
📈 Digital Marketing Expertise: From social media marketing to content planning and execution, I help brands elevate their online presence.
🗂 Administrative Support: Streamlining email management, calendar scheduling, and day-to-day operations for optimal efficiency.
🗣 Effective Communication: Ensuring clarity and transparency in all interactions to meet and exceed expectations.
🧐 Attention to Detail: My meticulous nature guarantees accuracy and excellence in every task undertaken.
🔄 Adaptability & Reliability: A swift adapter to new technologies and challenges, consistently delivering dependable outcomes.

🛠 Skills and Tools I Excel In:

💹 QuickBooks Advance Online & Xero for financial management
🖥 Microsoft Office & Google Workspace for productivity
🎨 Canva & Meta Business Suite for creative digital marketing
📅 ClickUp & Trello for project management
💌 Efficient Email Management Systems

🌱 Why Me?

I believe in not just meeting but exceeding client expectations through dedication, innovative solutions, and a friendly approach. My goal is to create value for your business by offering versatile services that cater to your unique needs. Whether you're looking for a reliable partner to manage your financial reports, spearhead your digital marketing campaigns, or streamline your administrative tasks, I'm here to help your business thrive.
Let's connect! I'm excited about the opportunity to collaborate with you and explore new horizons together.

📞 Contact Me:

Feel free to reach out to discuss how we can work together towards achieving your business goals. Your success is my priority!

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Anwin 💰 M.

Janice Jornales

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