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from35.00EUR/ h

Personal finance coaching - investing, budgeting, accounting

I am offering coaching sessions to help you take control of your personal finances and learn to budget and invest independently.

*My motivation*
I have been working in the finance industry for 4 years as a business analyst and investor and for the last 2 years have been offering personal finance coaching. I believe financial knowledge should be for everyone, not just the 1% in the know. I aim to provide affordable sessions to empower you to take control of your finances and invest sustainably, for yourself, the community, and the planet.
However, I understand the financial world can be daunting and feel closed off. So, I aim to demystify finance by going through the basics and explaining concepts in a relatable way,

*Our sessions*
It depends on your intentions and experience – I tailor our sessions so you get out of them what you want, starting from the basics to more complex subjects. Some of the topics include:
- pensions (particularly for self-employed)
- budgeting and saving
- the different forms of investing (stocks, bonds, funds, etc.)
- how to invest (including finance apps)
- strategies to invest ethically and sustainably
- the financial system (economies, interest rates, inflation, etc.)
- how to value companies
- how to read balance sheets, cash flow statements, and statements of profit and loss


Please let me know if you have any questions.

Location

At teacher's location: Random Creatives - Creative Agency Amsterdam, Asterweg, Amsterdam, Netherlands
At student's location: Around Amsterdam, Netherlands
Online via webcam

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General info

Skills:
Age:
Adults (18-64 years old)
Seniors (65+ years old)
Student level:
Beginner
Intermediate
Duration:
60 minutes
The class is taught in:English

About Me

For the last 4 years, I have worked as a financial analyst and investor at a fund that invests people's pensions into stocks and bonds. In addition, for the last two years I have been giving financial coaching, teaching people the skills to budget and invest independently.

My job is to assess businesses by speaking to CEOs and employees, reading balance sheets and annual reports, and ultimately deciding whether to invest. Over this time, I have developed an in depth knowledge of business valuation, investing in public markets (stocks and bonds), and the economy.

I am a passionate teacher and in addition to finance coaching, I have tutored Latin, history and English.

I am originally from Australia and currently live with my family in Amsterdam.

Education

High school at Sydney Grammar School
Bachelor of Arts (Honours), Melbourne University (Valedictorian), major in Classics
Master of Philosophy, Oxford University

Experience / Qualifications

4 years working as a business analyst and investor at a Sydney-headquartered fund

Certified as a Responsible Manager by the Australian Securities and Investment Commission, meaning I have been deemed to have the knowledge, skills, and experience required to provide financial services.

Ask a question

Send a message explaining your needs and Joseph will reply soon:
The more detail, the better.
Ex. "Hi, when are you available to meet for a lesson?"

Availability of a typical week

MonTueWedThuFriSatSun
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10  Monday at 10:00  Tuesday at 10:00  Wednesday at 10:00  Thursday at 10:00  Friday at 10:00    Sunday at 10:00
11  Monday at 11:00  Tuesday at 11:00  Wednesday at 11:00  Thursday at 11:00  Friday at 11:00    Sunday at 11:00
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14  Monday at 14:00  Tuesday at 14:00  Wednesday at 14:00  Thursday at 14:00  Friday at 14:00    Sunday at 14:00
15  Monday at 15:00  Tuesday at 15:00  Wednesday at 15:00  Thursday at 15:00  Friday at 15:00    Sunday at 15:00
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from 35€At teacher's location
from 35€Online via webcam
from 41€At student's home

Good-fit Instructor Guarantee


If you are not satisfied after your first lesson, Apprentus will find you another instructor or will refund your first lesson.

Online reputation

  • Instructor since January 2020
  • Phone number verified

Availability of a typical week

MonTueWedThuFriSatSun
7              
8              
9              
10  Monday at 10:00  Tuesday at 10:00  Wednesday at 10:00  Thursday at 10:00  Friday at 10:00    Sunday at 10:00
11  Monday at 11:00  Tuesday at 11:00  Wednesday at 11:00  Thursday at 11:00  Friday at 11:00    Sunday at 11:00
12              
13              
14  Monday at 14:00  Tuesday at 14:00  Wednesday at 14:00  Thursday at 14:00  Friday at 14:00    Sunday at 14:00
15  Monday at 15:00  Tuesday at 15:00  Wednesday at 15:00  Thursday at 15:00  Friday at 15:00    Sunday at 15:00
16              
17              
18              
19              
20              
21              
22              
23              
from 35€At teacher's location
from 35€Online via webcam
from 41€At student's home

Good-fit Instructor Guarantee


If you are not satisfied after your first lesson, Apprentus will find you another instructor or will refund your first lesson.

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