You’re in industry or a global brand; trusted with large budgets, but no one ever showed you how to invest for yourself. You’re mid-career or beyond, with income, bonuses, or super, you know you could be using more intentionally.

You work in software, data, AI, product, or consulting. You’ve got equity, bonuses, and super… and a nagging feeling you’re not making the most of them. You care about impact and values, but you also care about returns.

You’ve entered a new industry or role. You’re rebuilding, and you want your income, influence, and purpose to reflect this new chapter. You’re done pretending you “get it” in money conversations and want someone to make it make sense.