In a Meeting

The (un-)fancy about me

 

Jörg is a money and investment mentor for all those who’d prefer to take control over their own investments, rather than pass the control over to somebody, who may not have their best interest at heart.

Because lets face it: when it comes to what you really want, your needs, wants and dreams, nobody is as motivated as you are.

 

  • I am here to virtually “hold your hand” and to guide you to where you would like to be.

  • I have been working in the financial industry for over 30 years.

  • I have seen it go from bad to worse, when it comes to acting in a real fiduciary manner, in which the clients interest really comes first.

 

That is where my offering fills a gap.

 

I am here to listen, and then listen some more - to fully understand your situation. This includes looking at the your circumstances in a holistic way, in order to make changes to your financial lifestyle.

This includes finding your real (financial) aspirations, then discovering and setting goals, followed by building an action plan to execute and achieve those goals.

I am a coach, not an adviser.

 

If you don't want to know about your finances, rather stick your head in the sand and let other people run your money and your life savings for you, then i am not the right choice for you.

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Jörg Schlüter
Chartered Wealth Manager 
United Kingdom
WANT TO CONNECT?

 

Mission statement 

I will do that by supporting you to take a holistic view at your situation, including your current financial, emotional, spiritual, intellectual and physical situation and by helping you in setting stretching, but realistic and achievable goals.

If, however, you are willing to gain new insights and you are coachable, then we could have a very fruitful relationship in which you gain the confidence to run your financial life successfully yourself and, you never know, you may learn things about yourself you never knew.

 

This is an ongoing cycle but, once you entered it, achieving your financial goals becomes more meaningful, rewarding and fun. And yes - running your finances can and should be FUN.

 

If you want to take control of your financial life and this sounds interesting to you, why not get in contact to find out more.

Alternatively, you can book a one-to-one session with me straight away