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

Joshi Consultancy Services

At Joshi Consultancy Services, I build & overseas all the Open Source Solutions delivered to  our clients. We not only deliver highly customized solutions but we actually help them decrease the operational cost to run their business. Now, they concentrate more on other aspects of the business and leave the web application to us.

Co-Founder | CTO

EXARC

I assist exarc.org by enhancing their digital presence through effective web solutions. This involves managing and maintaining their website, ensuring seamless functionality and user experience. My focus is on optimizing content delivery, implementing secure coding practices, and fostering community engagement to support their mission.

Volunteer

mobiiworld

Sr. Drupal Developer

Virtueinfo

I managed all the Drupal projects at Virtueinfo.

CTO, Drupal

Stealth  Startup

I was the CTO at Stealth Startup. My responsibilities are to maintain and enhance websites developed by Stealth Startup. I analyze client requirements and build a strategy to provide a custom solution.

At Virtueinfo, I was a Sr. Software Developer working on Druapal CMS.
My primary responsibilities were: to analyze the client needs, to carry out custom solution and implement them with Drupal CMS. I also developed custom modules as per the project requirements.

Sr. Software Engineer

Aplombsys

I was responsible for analyzing and designing custom solution for clients.

Software Developer

ASPL

As a trainee, I was studying PHP technology and also developing a small project using PHP. I was appointed as a team leader with four members in the team.

Trainee

Helping businesses to help their customers by using technology.

Hi, I’m the CTO and co-founder of Joshi Consultancy Services, where I help businesses worldwide turn bold ideas into reality with smart digital strategies and automation. 

With over 20 years of experience, I craft custom web and cloud solutions using Drupal, PHP, JavaScript, React, and Node.js, powered by platforms like AWS, Azure, and Google Cloud.  

At Joshi Consultancy Services, we build solutions, custom Drupal sites, headless CMS setups, cloud-native apps, and intelligent automation workflows, that streamline operations, cut costs, and create user experiences that truly shine. I’m passionate about using technology and automation to solve real problems, making businesses more efficient and ready to grow globally.  

If you’re ready to transform your digital presence with tailored, scalable solutions that leverage automation for maximum impact, let’s chat and create something amazing together!

taplio

The Battle

Michael Kakuru

Bhavin Joshi

Followers

Posts

Engagements

Likes

Ready to grow your LinkedIn presence?