Financial Coaching with BankeronWheels.com

Coaching Sessions

With Raph

This website was created to provide you with all necessary resources to invest without incurring any costs.

It also helps to align your portfolio with best market practice. 

That said, I understand that sometimes individual sessions are very helpful.

Based on my readers’ feedback and demand for such coaching sessions I have created this service and it partially will help me amortize some ongoing costs related to this website.

Thank you for contributing to the development of Bankeronwheels.com!

Examples of questions

Answering these questions could help you avoid costly mistakes:

  • I’ve heard of robo funds, how do they work?
  • I want to set up my own portfolio, can you help explaining what I need to take into consideration?
  • I want to understand Bonds
  • What are inflation linked Bonds?
  • Is it reasonable to keep some cash and wait for a market dip?
  • I want to know how to diversify my investments
  • I want to understand the risks of investments
  • How does economic data affect my investments?
  • How do I plan for Financial Independence?

GET THE MOST OUT OF THE session

Get a list of questions and we can go through them in detail during the session.

I understand that every investor will have different needs and that’s why I tailor my session completely to the individual’s requirement. 

So whether you want to discuss your existing portfolio, gain the knowledge and skills to start investing, or simply have some specific questions you would like to ask me, a coaching session will be a good choice for you.

WHY SOME OF MY READERS WANT IT

Having an understanding of the resources that apply to you on this website and tailor it to your needs.

My goal is to make you independent, not to charge a fee for an advice or sell an investment product.

My experience

I am a Portfolio Manager and Institutional Advisor.

I have managed multi billion portfolios following the onset of the 2008 Global Financial Crisis and during the 2011 European Debt Crisis working for some of the most prestigious names in the financial industry in London and Paris.

I have experience across multiple asset classes including Bond and Equity products as well as bespoke Investment vehicles in multiple jurisdictions.

I hold a Msc in Financial Engineering and have obtained the CFA (Chartered Financial AnalystCharter as well as other relevant certificates from local regulators.

I am currently taking a break from the financial industry and cycling the world

What is financial coaching

In plain language – I’ll help you understand investment better so that you can be prepared and informed when it comes to making your own investments.

However, I don’t offer advice so I won’t tell you what to buy or what to do with your money.

That’s completely up to you.

What financial coaching is NOT

Sign up for a coaching session

You can pay to schedule a time that suits you. Once the payment is confirmed I will send you an email to schedule our session with a number of proposed timeslots.

I am quite flexible, especially on weekends.

The cost is £85.99 (around €99) 

+ VAT per hour.

Before you proceed, ensure you have read and agree to the terms of service of the coaching sessions.

If you have any question prior to purchasing, do not hesitate to get in touch.