The thinking frameworks of professional finance, written plainly for people who earn well but suspect their wealth has not kept pace with their income.
I spent four years as an analyst at Goldman Sachs Asset Management, working across fixed income, equities and emerging markets, before three decades in investment banking and C-suite roles. What struck me most in that time was not what the professionals knew about markets. It was the gap between how they thought about capital and how everyone else, including brilliant surgeons, lawyers and founders, thought about their own money.
This guide closes that gap. Seventy pages, ten chapters, no product recommendations and no jargon.
The five questions professionals ask before committing capital to anything. Why intelligent people are reliably poor with their own money, and the three mechanisms behind it. Risk as the professionals actually hold it: concentration, liquidity, and the risk you are not being paid to take. A full worked example applying the framework to a real decision. What high earners get wrong about tax, and what a decade of deferral actually costs. And the question almost nobody in finance can answer: what is enough, and how to find your number.
Plus a self-assessment scorecard, an eight-exercise workbook, four fill-in tools including the Enough Number calculator, and the whole guide distilled onto a single page you can keep.
+You earn well but suspect your wealth has not kept pace with your income
+You are a senior professional who has deferred serious financial thinking for years
+You are a founder or executive with significant wealth concentrated in one place
+You want the thinking frameworks professionals use, explained plainly
–You are looking for stock tips, product recommendations, or a get-rich-quick approach
–You want someone to tell you exactly what to do with your money. That is a financial adviser's job, and the guide will help you find a good one
Not financial advice. A thinking framework, from someone who spent three decades inside the rooms where the professionals do their thinking.
Get the guide · £49