Now is the time to improve your financial
future and finally become a whale!

Our financial advising services start and ends with a best-in-class strategy that builds personal equity.

Consultation options

Consulatation Areas

Being a first-choice employer within our sectors. Our process applies techniques from a variety of disciplines.

How do I stop being a stupid dolphin?

The first step is to admit you’re one.

How do I become a whale?

Through our proven 500 step process we’ll get you on the right track to becomming a whale and living a care free financially independant life.

How do I keep from getting speared?

Our guidance will help you navigate the treacherous waters of the financial world. There are people looking to take advantage of you at every turn but with our help you’ll be a step ahead of the game!

How We Work

Work Process

01

Portfolio Management

Our team will provide 24/7 monitoring of your portfolio to help ensure that your financial assets are always protected.

02

Financial Planning

Our porpoise in life is to make you money. Lots of it. We’ll help you come up with a proven plan that will lead to financial freedom.

03

Fishy Business

We will work with you to ward off any rogue actors that may be trying to seperate you from your hard earned money. Not today sharks!

Have Questions?

Frequently Asked
Questions

Is there a free trial available?

Nothing is truely free. You’ll be spending your time on any training provided and your time should be valued very highly. The real question is; does the value of your time outweigh the cost of the courses.

What is a stupid dolphin?

A stupid dolphin is someone who, of no fault of their own, has little to no financial literacy.

What is a whale?

A whale is someone who has mastered the skills needed to capitalize on ever shifting financial markets and has achieved financial freedom.

What is spearing?

Spearing is when more financially savy people maliciously take advantage of less financially competant people.

Is this real?

This is a very subjective question. What really is real? Is anything really real? To be fair, everything is simply your individual perception of what your expierencing at any given time and what we all agree on is simply what is “real”.

What is the meaning of life?

Forty Two.

Have additional questions?

We’re here to help. Let’s talk.