Aldo Adriaan
Get to know me!
A little bit about me...
Many business owners and employees all have the same desire! More Money!
But as the proverb says, it’s not what you make, it’s what you get to keep!
I focus on fulfilling that need by guiding my clients to centers of expertise that uncover large specialized tax incentives mostly with no upfront cost, a free feasibility study and no back-end cost if the offer is not taken. The key value drivers are cost remediation, specialized tax incentives, business expansion and business exit strategies within a framework of strategic tax advice implemented at a price point and time commitment acceptable to business owners. This helps business owners keep more of what they earn and leverage expertise they had not yet taken advantage of.
I go one step further with my clients and offer that same value to key clients of the business owner and his business network. This giving gesture results in referrals and up-sell opportunities to my business clients and more ways for to make a difference for small business owners.
I started my work life in Cape Town, South Africa as an insurance . I moved into mainframe data center computing, learned Cobol programming and assembler language. I then migrated to Australia, worked in a minicomputer environment for a retail warehouse. Later as an analyst programmer for a medical software, I worked in major Australian cities software, loading data, training staff and going live in Pathology labs.
I later joined Tandem Computers who relocated me to Silicon Valley, California where I spent 24 years managing a global mission critical training department that merged into Hewlett Packard Corporation.
In my spare time, vacation time and on weekends, I served wealth management clients in my own financial business in the insurance and securities industries for 25 years knowing that at some point his tech career would end.
In 2016, after 40 years of service, I retired from the computing business and focus on working with clients and experts in tax strategy, wealth enhancement and business profit enhancement techniques.
In 2018, My wife Laura and I moved from Silicon Valley, to Williamsburg, Virginia close to Laura’s family and her Alma Mater, the of William & Mary.
I stay active in the Williamsburg Virginia Kiwanis children’s charity, working to expand philanthropic efforts to help children in need.
I help you achieve Financial Independence
I have a passion to help people achieve financial independence by helping individuals, businesses and employees with personal finance coaching and online courses tailored to your goals and financial needs.
I help you Become a Financial Coach
Want to make a positive change in people’s lives? In partnership with UGRU Financial Coaching, you will the tools, platform and training to become a trusted and successful Financial Coach. You provide the desire to succeed!
Your Financial Goal. My Mission.
empowering you to Financially prosper
Let me help you achieve balance in your life and shape your financial future with powerful, unique and results oriented coaching. I’ll equip you with the tools, resources, knowledge and execution you need to build real and lasting wealth.
