Financial advice for tech employees
Why Seek Advice from an Adviser?
For professionals working in Big Tech, the financial landscape can be as complex as the technology they help build. Whether you’re at Microsoft, Google, or any other tech giant, your earning structure often includes stock options, bonuses, and other non-traditional income streams.
At Humboldt Financial, we specialise in providing a customised financial advice for tech employees in the accumulation phase helping you structure your income and plan for the future.
Why Financial Planning Matters for Big Tech Employees
For tech professionals in the accumulation phase of their careers, maximizing income and savings is key to long-term success. However, complex compensation packages, stock options, and high tax liabilities can create financial confusion.
This is where we come in. Our expertise lies in helping Big Tech employees understand their unique financial situation and implement strategies to optimise their wealth.
What to expect
Personalised Financial Advice: Every client’s earning structure and goals are unique. We provide customized advice that is specifically designed to meet your individual needs.
Clear, Actionable Guidance: We simplify complex financial concepts, helping you make informed decisions with confidence.
Ongoing Support: As your career evolves, so do your financial needs. We offer continuous advice and updates to ensure your plan adapts to your changing circumstances.
5 KEY DECISIONS TO MAKE
Sign up for a comprehensive financial guide
Strategies for tax efficiency
Managing stock options
Securing your financial future
Please contact Independent Financial Adviser Oliver Canning if you’d like to arrange a video face to face consultation.
How We Help Tech Professionals
Tax-Efficient Planning
Optimising Complex Earnings
Stock Option Strategies
Investment Strategies for Growth
Scott Adams
After researching online for a trusted, well-rated advisor I was pointed in the direction of Humboldt. Oliver Canning contacted me and spent plenty of time explaining how they work, what they can offer and what my requirements were as well as answering all of my questions. Everything was put into place in a simple, fuss-free way. I’ve seen a steady growth in the less than 12 months since this happened and have had any subsequent questions answered promptly either by email or phone call.
Thoroughly recommended.
John West
Oliver Canning was excellent. He was very informative and made the information easy to understand.
His professionalism was excellent to the point that he advised me to stay with the current pensions I had, no pushy selling. This was a breath of fresh air and showed that he has our best interests at heart.
Ronald Starreveld
I had a fantastic experience working with Oliver from Humboldt Financials. He was extremely professional and never pushy, which made me feel comfortable throughout the entire process. Oliver took the time to thoroughly explain everything and offered personalised financial advice tailored to my specific needs. I highly recommend him for anyone looking for knowledgeable and trustworthy financial guidance!
Tech Giants We Serve