India

United Arab Emirates

Nigeria

Philippines

Spain

South Africa

Indonesia

Brazil

Pakistan

Romania

Budgeting & Expense Management

Savings & Investment Planning

Debt Reduction Strategies

Tax Planning Basics

Retirement & Pension Planning

Emergency Fund Strategies

Credit Score Improvement

United States

Italy

France

Australia

Venezuela

Tunisia

Turkey

Malta

Armenia

Poland

Cyprus

United Kingdom

Kenya

Greece

Serbia

Croatia

Rwanda

Georgia

Madagascar

Malaysia

Qualifications

Financial Goal Setting

I am a passionate motivational speaker, life coach & Trainer providing interactive workshops to corporate employees & students. I am a communication skill expert & also excellent in public speaking, presentation skill , team building & leadership skill. 


Ankur Darji

Having engaged with over 10,000 individuals through 150+ physical and virtual seminars, 1000+ hours of personal counseling sessions, and 200+ comprehensive financial planning exercises, I know financial planning is beyond just numbers.
While numbers are undeniably important, financial planning is fundamentally about understanding a person’s aspirations, values, and goals. It’s about aligning their financial resources with their life ambitions- whether that’s securing a comfortable retirement, funding a child’s education, or ensuring the financial independence of a growing family. It's about navigating through life's uncertainties, building resilience, and empowering individuals to make informed decisions in times of financial stress or opportunity.



Abhishek Kumar

I hold both a Bachelor’s and Master’s degree in Financial Management and have over eight years of professional experience in finance. My experience includes financial analysis, budgeting, financial reporting, and financial planning, particularly in the retail and F&B sectors. With this background, I am committed to helping individuals and businesses strengthen their financial wellbeing through effective financial planning, risk management, and strategic financial decision-making.

Chika Sipahutar

A qualified Chartered Accountant, passionate about advocating for wellbeing; I believe financial health is deeply interconnected with mental health and life satisfaction. As such, I am excited to contribute to empowering you to take control of your personal finances and achieve your financial goals through tailored budgeting, debt management, savings strategies, and holistic financial education.



Sadie Tauyatswala

In a world of increasing living pressures and a rapidly changing financial landscape, employee financial well-being has become a crucial element in fostering job satisfaction and achieving sustainable performance. Employees who enjoy financial stability are better able to focus, less prone to stress, and more committed to organizational goals. Studies indicate that financial stress is among the top three factors affecting employee productivity globally, and organizations that invest in their employees' financial well-being experience a 34% decrease in absenteeism and a 25% improvement in performance.

Practical Practices for Enhancing Financial Well-being within Organizations

1. Financial Literacy Programs
Workshops on financial planning, saving, debt management, and simplified investing.

2. Savings and Discount Programs
Providing discounts, vouchers, or special benefits to employees reduces their daily financial burden—these programs are one of the fastest ways to improve employee well-being without increasing salaries.

3. Clear and Transparent Compensation Policies
Transparency in salaries and incentives fosters trust and reduces financial anxieties. 4. Smart Performance Rewards
Linking rewards to tangible achievements boosts motivation and improves employee financial well-being.

5. Emergency Financial Support
Such as microloans, an emergency fund, or providing flexible payment solutions during crises.

bassel asaad

As a Financial Wellbeing Advisor, I empower individuals and businesses to achieve financial confidence through tailored budgeting, strategic financial planning, and effective cash flow management. With a deep commitment to enhancing financial literacy and driving client success, I provide personalized guidance aimed at fostering sustainable financial solutions that align with your unique goals.

Glenn Carl Andalahao

Results-driven finance and accounting professional with experience in financial management, bookkeeping, reconciliations, revenue tracking, and client financial support. Skilled in helping individuals and businesses improve financial wellbeing through accurate reporting, budgeting insights, cash flow management, and strategic financial guidance. Adept at using accounting systems and financial tools to maintain compliance, improve efficiency, and support informed decision-making. Known for strong analytical skills, attention to detail, and a client-focused approach in delivering reliable financial solutions.

Agustin Rey Javelosa

Certified Financial Wellbeing Advisor | FMVA® | FPWMP™

I help individuals and business owners gain clarity, control, and confidence over their money. By blending advanced financial modeling expertise with certified wealth management planning, I turn complex financial decisions into structured, achievable strategies.

Ante Krišto

Financial advisor and analyst with over 10 years of experience in banking, investments, and wealth management. EFA and CFA Charterholder with a strong background in financial planning, risk management, credit, asset allocation, and private banking. Experience in retail banking and providing comprehensive advisory services to individual and corporate clients.

Benjamin Zúñiga Ballester

Finance professional with a background in accounting and financial analysis. Experienced in financial reporting and investment support, with a focus on budgeting, financial awareness, and practical guidance to help individuals make informed financial decisions.

Kassim

•	Offers financial consulting services to clients from a wide variety of profiles, helping them with budgeting, investment, and savings opportunities.
•	Tailors financial strategies to meet the unique needs of clients, whether for short-term or long-term goals.
•	Guides strategic financial decisions, such as debt management and expense control.
•	Hels prioritize investments, set financial goals, and adjust strategies as needed.
•	Measures and mitigates financial risks.


Pedro Pulido

Results-driven CPA and Chartered MCSI with 8+ years of expertise in tax compliance, reporting, and project
management. Proven ability to lead cross-functional teams, implement process improvements, and drive
strategic initiatives. Adept at managing large-scale transformation projects, optimizing tax strategies, and
ensuring regulatory compliance. Seeking to leverage my expertise in both tax and project management to
enhance operational efficiency and financial outcomes.

Arvin Brucal

Experienced Financial Well-being Advisor with expertise in budgeting, debt relief, savings planning, and tax compliance. Holds a Master’s in Accounting & Finance with 5+ years’ experience. Skilled in tools like QuickBooks, Xero, and Excel. Delivers results-focused virtual consultations across South Africa and beyond. Fluent in English, Ndebele, IsiZulu, and Shona.

Ntando Mpofu

As a Financial Wellbeing Advisor, I specialize in helping individuals and organizations build healthier, more confident relationships with money. My approach blends financial literacy, behavioral psychology, and personalized coaching to support clients in aligning their financial decisions with their values, goals, and overall wellbeing.

I understand that money isn’t just about numbers — it’s deeply tied to emotions, self-worth, and life direction. Whether you’re navigating debt, managing major life transitions, or seeking to build long-term financial resilience, I offer practical strategies grounded in education, empathy, and empowerment.

My work draws on the principles of financial planning, behavioral finance, and mindfulness-based money management. Together, we explore not only the mechanics of budgeting and saving but also the mindset and emotional patterns that shape financial behavior. The goal is to move from stress and avoidance to clarity, confidence, and intentional financial living.

Clients often describe my style as calm, supportive, and nonjudgmental. I meet you where you are — helping you gain clarity around your finances, establish realistic goals, and develop habits that sustain both financial stability and emotional peace.


Oridupa Yetunde

As a certified Financial Wellbeing Advisor with an MBA, I am dedicated to empowering clients to achieve sustainable financial health. I offer personalized strategies that integrate financial planning with holistic wellbeing, ensuring a balanced approach to your financial journey. My goal is to provide you with sound advice and tailored solutions that not only meet your immediate financial needs but also foster long-term stability and peace of mind. Together, we can navigate your path to financial confidence and success.

Bheki Shongwe

I support individuals and organizations in improving financial health through education, guidance, and practical strategies. I help clients build financial awareness, develop sustainable habits, and make informed decisions that lead to long-term stability and security.

ely jmc

Regular maintenance of audit structures of finance, finding faults and advising board members about the risks are my priorities in the current job responsibilities. Also been advisors to consultants panelist’s at corporates and act as a liaison officer between management and consultants to rectify the faults.

Anjali goel

I am a finance graduate with strong academic training and hands-on professional experience in financial services, including banking and brokerage environments. Throughout my academic and professional journey, I developed solid knowledge in personal finance, investment planning, financial markets, and risk management, with a strong interest in helping individuals make better financial decisions and improve their overall financial wellbeing. I have been exposed to financial modeling, portfolio analysis, and market research, and I am comfortable working with both quantitative and client-oriented tasks. My experience also includes understanding financial products such as equities, fixed income, and derivatives, which has strengthened my ability to evaluate risk and build structured financial strategies. I am passionate about financial education and believe that financial wellbeing is not only about income, but also about mindset, discipline, planning, and smart decision-making. I aim to support clients in setting realistic financial goals, improving savings habits, managing debt responsibly, and building sustainable long-term plans adapted to their lifestyle. I also have a strong interest in behavioral finance and how emotions influence financial choices, which helps me provide guidance in a practical and empathetic way. I am highly motivated, detail-oriented, and committed to maintaining professionalism, confidentiality, and ethical standards in every interaction. My objective is to deliver clear, actionable advice while empowering clients to become more confident and independent in their financial decisions. With a global mindset, strong communication skills, and a client-focused approach, I am excited to contribute to MantraCare’s mission by supporting individuals in achieving financial stability and long-term well-being.

mouadh bakri

With over ten years of experience leading finance and accounting operations, I have consistently excelled in establishing robust control frameworks and enhancing financial guidance. As a Certified Management Accountant, my expertise lies in ensuring strict compliance while delivering strategic financial forecasting and management accounting.

Additionally, I bring a strong background in tax optimization, supported by my role as a Tax Consultant. My proficiency in Management Accounting and Income Tax has been instrumental in advancing clients' financial health. I am adept at navigating ERP systems, which has allowed me to refine payroll management and sales analysis, thereby driving operational efficiency.


Michelle Maralit

MBA Finance professional from Aditya university and I am eagerly waiting to  restart my career in finance. And I am seeking entry level roles in Financial  with the skills on financial statement analysis, budgeting, forecasting, ratio analysis, and DCF analysis. 

80 Best Financial Goal Setting Financial Wellbeing Advisors

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