Breaking down financial barriers.
I help people understand personal finance, money management, and build a strong financial future.
Hey, I'm Patrik.
Southeast Asia’s Financial Planner for Expats.
Financial planning is unique in the way that it’s subjective for all. And, I’m here to help you progress along your financial journey.
On a mission to make commission-based "Independent" Financial Advisors obsolete
With commission-based financial advising being banned in developed countries, it is no surprise that “independent” financial advisors target less regulated markets to make their living.
Fortunately, lots of tools exist today that allow individuals to navigate the financial world and succeed themselves.
Based in Vietnam, I’m here to bridge the gap between the individual and the financial tools & know-how needed to thrive financially. Consider me your:
Personal CFO
Your own personal financial coach – here to keep you on track and hitting goals.
Financial Planner
Break down your goals and get yourself a financial plan to achieve financial freedom. It’s easier than you think.
Teacher
Through 1:1’s and small group classes I’ll teach you everything you need to know about financial health and personal money management.
Guidance Counsellor
Going above and beyond the finances and just like your school counsellor, I’ll help you make the best financial decisions to secure future success.
Importance of a financial planner in Vietnam
The road to financial freedom is complicated, like driving to a new destination without a map.
With driving it’s simple. We just use Google Maps. It calculates all the variables and spits out a route; turn right, turn left.
A financial plan will do the same for your financial future.
If you’re in Vietnam and looking for some financial planning help, I’m here to help.
What is Personal Finance?
Personal finance consists of five core components: income, spending, saving, investing and protection.
Most people only focus on saving or investing but just targeting a few areas won’t cut it.
You have to increase your financial literacy to smash personal finance goals.
What is Financial Planning?
Financial planning helps you hit financial milestones and should culminate in financial freedom.
It is a review of your financial situation, identifies areas of concern, and helps you build a road map to success.
It focuses on relationships with money and smashing through barriers that stop you from reaching goals.
What is Financial Planning?
Financial planning helps you hit financial milestones and should culminate in financial freedom.
It is a review of your financial situation, identifies areas of concern, and helps you build a road map to success.
It focuses on relationships with money and smashing through barriers that stop you from reaching goals.
