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

K.W. Bruun Import

Digital Product Owner

Invest with Martin

I help millennials succeed in the stock market and create wealth for the long term.

You go from "fear of losing money" to "confident investing money" in under 7 weeks working with me.

Check it out here: www.investwithmartin.com.

Investment Coach

eToro

I recently joined eToro as an investor and CopyTrader.

etoro.com/people/investwithmartin

This is my strategy:

GLOBAL TREND STRATEGY (70-80% of the portfolio).
Together we are exploring large global themes, through a selection of specific ETFs. We follow the themes as they play out over the years, while looking for the right timing to enter an exit them.

Time in a theme: Min. 2 years. Preferably 6-8 years.


GLOBAL MARKET STRATEGY (20-30% of portfolio).
To add protection and keep risk down, we also follow the overall market through broad based ETF's. This is both US, Europe and Emerging markets.
In case of major market drawbacks, we might look for hedging opportunitues.

Time in global markets: Min. 5 years. Preferably +10 years.

Long-term investor

Invested.dk

At Invested.dk I provide online talks and webinar series about how new investors can get started investing in the stock market, the right way.

You can also book me as a coach directly from their website, to get 1:1 help on how to get started.

Invested.dk is educating people in Denmark on everything around the stock market, through a large catalogue of webinars and online events.

Speaker and coach for new investors at Invested.dk

sani nudge

Product Manager, Hardware

- Product manager for their new hygiene sensor, leading the project and a team of five people

- Direct communication and negotiation with suppliers, vendors and assembly facilities

- Working closely with the BOM and sourcing of components

- Focusing on optimizing the product portfolio and HW strategy

- Responsible for the development of Sani nudge’s sensors, dispenser modules and beacons

Product Developer

Jabra

As a User Experience Designer at Jabra, I am involved from the very first ideas, to concepting, to design and last to delivering a great product for our users. My passion is in the earlier phases and the technology studies behind them. Here I am designing a platform that supports all our in-ear headsets, which focuses on delivering the best in-ear experience for our users through clever shape design and understanding of ear geometry. 

That platform, along with the other work I do is currently implemented in the following products:

UX Designer - Comfort & Anthropometry

I did my bachelor thesis in close collaboration with Jabra and their R&D.

The task was to implement a new standard platform for one of their products, and make it ready for implementation across many of their future products. That product is now integrated into Jabra's in-ear products.

Result: 12 (A+).

Bsc. thesis

While doing my bachelor thesis, I worked in the UX department as well.
Here I helped create the user experience and interaction design for their current product; Jabra Evolve 75e.

UX Design Assistant

First Step Consulting

First Step Consulting was started while I studied at DTU.
The idea was to consult start-ups and smaller companies in their initial product ideas, while helping with 3D cad, prototyping and user experience.

Co-founder

Copenhagen Concept

Internship

Simplify the stock market and build kick-ass wealth 💸 I teach busy professionals how to build wealth with minimal effort.

My mom lost her job and my siblings and I our child savings during the financial crisis.

That kickstarted my investment interest, and here's what I do today:

With 14 years of experience since the financial crisis I now help you get started in the stock market, and invest your hard-earned savings with confidence.

Stocks work wonders long-term, but you need to know:
 → Where to start in the jungle of choices
 → How to setup a strong portfolio
 → Who you are as an investor
 → What to invest in (and how)

When you nail this, you'll go from "fear of loosing money" to "confident investing money".

It take years to master alone though, and that's where I come in.

With me you will get:
 → Solid understanding of who you are as an investor
 → A strategy and system that fits with that persona
 → All the knowledge needed to execute it
 → Confidence to invest yourself
 → My stock tools and guides

All in 7 weeks or less.

Send me a DM or click "Action Call" above, and we'll get started with a simple introduction meeting.

Stay awesome boss,
Martin

💸

taplio

The Battle

Michael Kakuru

Martin Juul-Olsen 💸

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