Our advisory is operating at capacity, reflecting the tailored approach we provide. We’ll begin onboarding select new clients again from 1 May 2026.
You're all set.
Your book is on the way. If you don’t see it in the next 10 minutes, check your spam or promotions folder.
Here is how to get the most from my book.
• Step 1: Start with Chapter 1’s checklist, then jump to Chapter 4 to sanity check your risk comfort.
• Step 2: Use the “Are You Getting the Entire Overview?” to identify your top two decision factors.
• Step 3: Want a neutral, numbers only walkthrough using your situation? Book a 20 Minute Property vs Shares Clarity Call.
We’ll map your top two factors to a simple decision view. No sales pitch.
Looking forward to helping you take control of your financial future - on your terms.
- Mo
If you would like to book a Free 20-Minute Clarity Call. My Calendar is right there:
While you wait, here’s a quick intro…
I’m Mo Shouman - financial planner to high-income tech professionals at companies like Microsoft, Google, and Atlassian.
If you're like most of my clients, you're doing well financially - but watching 40%+ of your RSUs disappear to tax, holding way too much in company stock, and wondering if you’re actually on track for the kind of freedom you’ve worked so hard for.
That’s exactly why I created this guide - and why I offer a simple next step if you're ready for more clarity.