Achieve Financial Confidence While Managing a Demanding Career
The Money Demystified Program offers a proven blueprint to clarify, optimise, and grow your wealth — all while you continue to focus on growing your income.
Once upon a time, you were told you earned well
You trade your time and expertise to climb up the corporate ladder. Your net worth relies on the quality of your input, and at least a 3% annual pay rise to match inflation.You wanted to better manage your finances, only to find how tough it truly is.- Unclear goals and costly mistakes.
- Overwhelm of investing information.
- Expensive, inaccessible financial advice.You cannot find the time, and the fear of getting it wrong and losing money only gets worse.No one has put it all under one roof — until now.My program, Money Demystified, is the result of 8 years of investment banking expertise, proven wealth management and psychological techniques, and actionable strategies.Gain the financial education and resources you need to make your money work for you, reclaim your time, and create the life you’ve always wanted.In just 6 weeks, you’ll gain the financial confidence you need to buy back your valuable time.
You won't just learn. You'll meet your unique goals
My goal with Money Demystified is to equip you with a complete financial checklist to optimise, grow, and sustain your wealth.If you're looking for a complete, tried-and-true system designed to propel you to your dream state, this is it. Start now to achieve 3 core benefits.
1. A Less Anxious Relationship with Money
You'll go from feeling unworthy of money, to operating out of abundance - where your earning potential increases naturally.
2. A Targeted Plan to Meet Goals
You'll be challenged to create high-quality goals, ensuring seamless success with the ones you care about.
3. An Investment Portfolio You're Confident In
You'll develop no-BS financial literacy and confidence that reinforces your decision-making and investment behaviours.
Don't just take my word for it. Take it from confident students
The transformation starts from the Discovery Call. Book one and start now.
Everything you need, to replace fear with confidence
As I've built a five-figure investment portfolio and dozens of delighted customers, I've been recording everything. What's worked, and what hasn't. Money Demystified presents a clear framework to clarify, optimise, and grow your long-term personal finances.Say Goodbye to an overload of information that had you questioning the "How-tos" for years, and say Hello to smashing six key modules.
Embrace Your Money Personality
In Week 1, You'll reframe your invisible money scripts, and build healthier financial behaviours - setting you up for money, work, and relationship success.
Boost your Net Worth
We all have assets and liabilities - but how do some only grow assets? In Week 2, you'll learn to optimise your accounts and create SMART goals.
Speak Fluent Finance
What do experts know that you don't? Say bye to fear and uncertainty, and learn exactly what you need to know about the Stock and Bond markets in Week 3.
Save on Expensive Fees
Not every Brokerage platform and mutual fund has your best interests in mind. In Week 4, you'll learn about low-cost ETFs that increase your returns.
Protect Your Losses
What happens when markets drop? How do you stay calm? You'll define what asset allocation means to you, and how to operate safely within it, to protect yourself, in Week 5.
Embrace Life Changes
Great investors make room for change and error. In our final week, you'll learn how a suitable rebalancing strategy that takes minutes every quarter - accommodating different life stages.
This is for you if:
✅ You're open to learn and change.
✅ You want to fix your relationship with money permanently.
✅ You're cash-rich and want a sustainable way to manage growth.
✅ You get that picking stocks is not part of your core strategic portfolio.
✅ You're committed to doing the required homework or reading.
✅ You're in it for the long run, which is 5 years or more.
You're in luck! Join for exclusive early access to a hyper-personalised program.
This is not for you if:
❌ Your views aren't open to change.
❌ You're looking for someone to manage your assets for x% annually.
❌ You're looking for a quick fix, like specific funds or stocks to invest in.
❌ You're looking for a qualified financial adviser or tax specialist.
❌ You can't commit to 6 weeks due to time or headspace constraints.
❌ You expect returns within 5 years.
Let's chat to clear your concerns. You just might come around. :)
Who's Behind This?
Over the last decade, I managed and grew hundreds of millions in revenue by leading strategic Banking Relationships, on behalf of the world's leading Investment Bank, Goldman Sachs. I expanded their franchise in London, Poland, and Singapore.Then, in 2023, I quit.I decided to redesign my life with more intention.A problem that dawned on me was that my personal finances were a mess. Between relocations, a lack of accountability, and, frankly, a scarce money mindset, I realised I knew more about my employer's finances and objectives, than my own.So I decided to organise and optimise my finances, and shared my journey publicly on LinkedIn.Before the shift, I:❌ Lacked clear goals.
❌ Had inefficient accounts.
❌ Lost $30,000 by poorly investing.
❌ Had no robust investing strategy.
❌ Paid excessive fees of 2-3%.🪫 Operated from scarcity due to low self-worth.After pouring thousands into research by top-tier investors, I:✅ Established clear financial goals.
✅ Built a 12-month emergency fund.
✅ Optimised my accounts rates.
✅ Slashed fees, saving thousands.
✅ Designed a low-cost portfolio.
✅ Developed a bulletproof investment strategy.
🔋 Now live out of abundance and prioritise my wellbeing.These experiences have uniquely positioned me to help you avoid the same pitfalls.Which is why I put myself through the Program I've created for you.🌍 My mission is to shape a financial future where wellbeing is at the core. Join me!
I want to save you time you don't have. Check out the FAQ
Any further questions, reach out to me via sanambalani.com, or WhatsApp.
Who is this Program for?
Money Demystified is for those with demanding careers who feel they can put their cash to better use, but are not allowed to invest due to industry investing limitations, and/or cannot afford a qualified financial adviser, yet.You lack time, accountability, and clarity to grow your finances sustainably and profitably. You also know better than to work with someone who recommends commission-based products.Under it all, you realise your relationship with money stops you from taking leaps you desire.
How does this differ from others?
My peers have done a fantastic job of teaching you how to invest via standardised digital courses.Money Demystified is a custom one-to-one program that takes this several steps further, by focusing on your financial wellbeing.It takes a modern approach by addressing your relationship with money to manage and grow your finances more effectively.- Guides you to optimise your cash (not just through investing) - so you can focus on growing your earning potential.
- Combines 8 years of investment banking expertise with proven psychological and wealth-building strategies.
- Offers personalised guidance, actionable steps, and lifetime access to tailored resources via a Notion toolkit.
Do you focus on specific countries?
This global program is designed to get your finances in order, and as a result, suits everyone.You'll develop the financial literacy and confidence to learn what questions to ask, and what red flags to look out for, when you're you want to further engage with a tax specialist and/or financial advisor at a much, much higher cost.If you work in Singapore or in the UK, I can share insights from experts I've paid to learn from, that will help.
What happens if I need more time?
That's fine, so long as there are clear actions and next steps we can continue to work on.My mission is to provide you with high-quality results in the least time possible. That way, you can go back to growing your income without further financial anxiety.Given the depth of each session, I'm also testing whether a 6-week period is enough to accomplish these results. Therefore this can be extended on a case-by-case basis.
What’s the time commitment required?
The program consists of weekly 75-minute sessions over 6 weeks, with optional pre-reading, exercises, and reflection tasks designed to fit into your busy schedule.Expect to dedicate 2 hours per week, including the sessions, to see meaningful results. This structured approach ensures you gain maximum benefit with a manageable time commitment.
What will I achieve by the end?
In just 6 weeks, you’ll transform your relationship with money, define clear financial goals, and gain practical skills to confidently manage your finances.You'll understand your budget, your net worth, an intermediate level knowledge of investing, including ETFs and index funds — all tailored to your unique needs. Our goal is for you to feel empowered to grow your wealth with clarity and confidence.You'll also get lifetime access to a Notion toolkit with resources previously paid for, and that will continue to be updated for you to benefit from, even after the course.
Are you a financial adviser?
No, I am not a financial advisor, and that’s intentional. By working with me, you gain:- Unbiased Guidance: I have no hidden agendas or products to sell, so all advice is tailored to your unique situation and best interests.
- Focused Education: I prioritise building your financial confidence and skills, so you can regain control of your money.
- Practical Strategies: 8 years of capital markets experience condensed into no-BS actiomable strategies to grow, sustain, and enjoy your finances.
- Behavioural Insights: I focus on transforming your attitude, limiting beliefs, and relationship with money, which is often overlooked by traditional advisers.
How do I sign up to this Program?
Begin by booking a call to discuss your financial goals, challenges, and how the program can support you.If we're a good fit for each other, I'll complete a brief assessment to tailor the program to your unique needs and aspirations.Once we align on the goals and structure, you’ll officially enroll and gain access to all necessary materials and resources.Each session is designed to build on the previous one, providing a comprehensive journey toward financial clarity and confidence.I'm excited for what you're going to uncover.
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