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

Jashan Mundi

Jobber

Account Executive

Money With Mundi 💰🇨🇦

In November 2020, I started educating Canadians on how to manage and grow their money so they can spend less time in spreadsheets and more time enjoying their life.

Since then, I have amassed over 1M impressions and built a community of over 20K followers while working 1:1 with Canadians to help create a bulletproof game plan for their money so they can retire comfortably (and early if they choose to).

Founder

FreshBooks

- Jun 2024: 150% quota attainment
- Jul 2024: 89% quota attainment
- Aug 2024: 127% quota attainment

SaaS Academy

Responsible for creating $9.5M in the pipeline and sourcing $1.21M in revenue

Q1 2023 (ramp)
- $602K pipeline generated
- $38K revenue sourced
- 11 qualified sets

Q2 2023
- $2.52M pipeline generated
- $308K revenue sourced
- 84 qualified sets

Q3 2023
- $3.22M pipeline generated
- $336K revenue sourced
- 76 qualified sets

Q4 2023
- $3.73M pipeline generated
- $636K revenue sourced
- 74 qualified sets

Sales Development Representative

Commsor

We believe that a thriving community is a company's most valuable asset. Community unlocks the power of your customer network, enabling you to scale your business, resources, and presence in ways that traditional marketing or advertising channels can't.

Business Development Representative

Athennian

Responsible for generating over $494,865 in qualified pipeline in less than 5 months.

December 2021
- 100% of quota (meetings occurred)
- 100% of quota (qualified)

January 2022
- 100% of quota (meetings occurred)
- 200% of quota (qualified)

February 2022
- 128% of quota (meetings occurred)
- 200% of quota (qualified)

March 2022
- 100% of quota (qualified)

Athennian’s cloud-based entity management platform provides innovative solutions that enhance global corporate governance in scalability, compliance, and efficiency. With Athennian’s secure, streamlined, and intuitive software, legal teams can make critical data-driven decisions, scale faster, and drive profits.

Eaton

- Enter requisitions on a weekly basis valued over $100,000 > ISO’s against multiple suppliers located in Canada, the United States, and Mexico in order to replenish stock and for customer truck down requirements.

- Took the lead in decreasing slow-moving physical inventory by more than $100,000 in the span of 12 months by implementing a Min-Max inventory control system across multiple Eaton distribution locations.

- Responsible for managing 15 different OEM channels by leading communication regarding order management, shipments, product return approvals and resolving operational issues and customer complaints.

- Improved Canadian Aftermarket OTD (On-Time Delivery) from under 60% to 95%+ and average lead-time for same-day/overnight shipments from 3 days to less than 1 day in 6 months by utilizing my skillset in MRP systems and procedures.

- Responsible for systematically and physically receiving over $150,000 worth of goods from Eaton plants and customers on a monthly basis using Oracle ERP.

- Took the initiative to adjust and correct month-end discrepancies in inventory through cycle count, conversion, or obsolete parts.

- The lead team member in Canada responsible for managing physical inventory count and assisting with reconciliation with Finance personnel to ensure a timely launch.

- Approve or disapprove $200,000+ worth of customer product return requests, customer core credits, and credit and rebilling procedures.

- Effectively coordinate inventory requirements with the Aftermarket team to ensure the National Remanufacturing Centre receives the parts required in order to build more transmission units to satisfy min-max levels and fulfill customer orders in a timely manner.

Customer Service Representative

Money Coach For Canadians 🇨🇦 // Tech Sales 🤝

As a dynamic B2B SaaS Sales Professional, I specialize in driving revenue growth and building lasting relationships within the software and technology sectors.

With a proven track record of generating substantial pipelines, exceeding sales targets, and closing complex deals, I bring a strategic approach to every opportunity.

Key Highlights:

- Sales Excellence: Generated over $4M in qualified pipeline and sourced over $1.25M in ARR so far in my SaaS Sales career

- Proven Track Record: Successfully met or exceeded fully ramped quota in every fiscal quarter for the past 3 years

- Entrepreneurial Spirit: Started my financial education business in 2020 and have coached over 100 Canadians on how to manage their personal finances so they can save more, invest more and live better.

My expertise lies in understanding client needs, delivering tailored solutions, and driving customer success. I thrive in fast-paced environments and am passionate about leveraging innovative SaaS solutions to solve complex business challenges.

Specialities Include:

- Account Management
- Business Development
- Strategic Sales Planning
- Pipeline Generation
- Client Relationship Management
- Closing Complex Deals

If you're looking for a dedicated Account Executive with a passion for technology and a knack for exceeding sales goals, let's connect.

I'm eager to explore opportunities where I can contribute to driving growth and success in your business.

taplio

The Battle

Michael Kakuru

Jashan Mundi

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