Most People Struggle to Build Wealth. I Help You Change That.
I’m Caolan, a Chartered Financial Planner with years of experience helping people grow and protect their wealth.
I created The Wealth Formula because too many people struggle with money—not because they don’t earn enough, but because they don’t have a system for building and managing wealth.
Wealth isn’t about luck—it’s about structure. That’s what I teach.
01
Wealth Strategies That Work
Learn the same financial frameworks used by high-net-worth individuals to grow their money.
02
Investing Made Simple
No jargon, no complexity—just actionable steps to make your money work for you.
03
Maximize & Protect Your Wealth
Smart tax strategies, financial efficiency, and long-term security—without the BS.
Our Vision
To give individuals the exact frameworks and strategies used by the wealthy so they can build financial security, grow their investments, and take control of their future.
Our Mission
To simplify wealth-building with step-by-step systems that help you invest smarter, optimize your finances, and create long-term financial success.