08/06/2026
Comment “STRATEGY” to set yourself up for both a secure and playful life without a bunch of financial admin!
Want to set up a plan like this for yourself? Let’s get on a quick discovery call so we can confirm your needs and get you started.
How this works:
→ Emergency fund @ 25,000 p.m. will go into a safe, liquid portfolio with a return beating inflation. Made up of MMFs managed by our regulated partners. You can withdraw from this pot so you don’t derail other goals when life inevitably happens
→ Annual Coast Fund @ 6,000 p.m will go into a safe, liquid portfolio with a return beating inflation (our sinking funds). Made up of MMFs and Fixed Deposits managed by our regulated partners. This money will grows until you reach your target amount or time so you don’t compromise on this goal and keep putting off the things that make life worth it.
→ Financial Freedom @ 9,000 p.m. will go into a safe, diversified portfolio that prioritizes long-term compounding to make your money REALLY work for you! Made up of Bonds, Commercial Papers, MMFs and Fixed Deposits managed by our regulated partners. This fund is 100% locked for the first 2 years, and only available for partial withdrawal* between year 2 and your target date to minimize disruption on the compounding effect. This is where we really build wealth and see the magic of compound interest!
The best part? Shiko gets all these different opportunities, but only does one transaction to us. No spreadsheets. No wahala.
✨ Ready for a system like this? Comment “STRATEGY” to set yourself up for both a secure and playful life without a bunch of financial admin! We’ll set up a free info call where I can tell you all about how investing with us works and we can set up a custom plan for you.
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