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What does Safe Haven do?

Safe Haven breaks down business & wealth strategies down to basic building blocks (like Lego) and tells you how to assemble them for success.

Think of us like a business and finance school, but for the real-world. We make learning the full stack of financial
 skills a fun, collaborative process!

Battle tested and proven results

We don't provide you with certificates, degrees, credentials, or badges. We provide you with real financial results. Growth, Profit, Self-Improvement and success.

What Our Members Say About Our Coaching

There is a clear alternative to mainstream "programming" in finance, estate planning, and more! A clear view on how the rich cabal get richer and how we ourselves can tap into that knowledge and have the courage to apply it :-)

- Sam, Member

One of my big takeaways is that the information we need to get a macroeconomic picture of the overall market is provided and it’s up to us to take advantage of these tools and put in the time to understand what they mean. Having some guidance to know exactly which information is important was super helpful.

- Oliver, Member

You taught me how to set up a trust properly.

- Manny, Member

your estate planning using equity stripping with trusts to setup a public LLC for dealing with my business as well as a private LLC as a holding company... changed my life! Love it.

- Steven, Member

Wealth strategies aren't magic, it's cause and effect

Safe Haven get's individuals, entrepreneurs, investors and traders laser-focused on the simple actions that creat big reactions. You'll find our students adding value, optimizing systems and doing work, not talking on social media.

We help neurotic do-it-yourself-ers

This specimen represents 99% of entrepreneurs, investors and traders. They feed on shiny objects and noisy social media information. Their attention span is 14 seconds, plans rarely exceed this month. So confused about what to do, they try do everything to make sure they cover all the bases. They see business as a giant tangled knot of chaos.

Become laser-focused wealth managers

This rare specimen, comprising just 1% of the population, thrives on value, clarity, and efficiency. With a laser focus, they excel at prolonged task engagement and adopt long-term planning. Unlike online content enthusiasts, they prioritize action over talk, embodying deliberation, scientific thinking, clear financial acumen, and a consistent track record of success.

Here's how it works

Safe Haven provides you with everything you need to be successful in business, investing and or trading. No lecturing - we provide an environment and building blocks so you can build and play.

Proven Process

We turned the guesswork of starting/growing wealth into a science. Follow practical step-by-step instructions that are proven to work and track your progress using reliable metrics.

Mental Reprogramming

We've unearthed a proven approach to understanding our environment. Explore your financial tendencies, passions, biases, routines, and behavioral trends. Reframe your mindset to optimize performance.

Financial-Driven Community

It's hard to change your life surrounded by the same people. Join an active community of entrepreneurs, investors, traders, collaborate, get help, practice your knowledge, make friends and have fun.

Expert Mentorship

Get personalized expert mentorship who can troubleshoot your problems and provide direction. All courses include weekly Q/A; calls, recordings, livestream sessions and 24/7 365 support.

Connecting Dots

We teach the full stack

Most courses teach a specific skill like business marketing or stock trading, this creates clueless entrepreneurs who don't understand the whole. To succeed in business you need to learn the "full stack" — five interconnected layers of consciousness built on top of each other

1. Mental awareness — Identity, purpose, discipline, beliefs

2. Mental cognition — Focus, plans, prioritize, problem solving

3. Financial principles — Frameworks, concepts, mental models

4. Financial disciplines — Strategy, allocation, hedging

5. Financial processes — Tools, systems, workflows, metrics

Learn more about our methodology

Learn everything, conquer anything

The building is only as tall as the foundation is strong enough to build on. We teach you everything you need to succeed in business, estate planning, investing, and trading today, tomorrow, in the future, and against any storm.

Business fundamentals

Picking a niche, identifying problems, finding opportunities, market validation, pricing.


Tailored and personalized investment portfolio that will

facilitate growth and low maintenance. 

Legal, accounting, & tax

Structuring your company and estate planning, structuring it efficiently, doing your books, legal contracts, tax, mitigating financial risk, and keeping a low wealth profile by keeping allocations hidden from outsiders.

Portfolio Development

Designing and improving your


Hedging Investment Downside Risk

Making sure your portfolio will

withstand future unforeseen market drops, and outperform the broad market.

Capital Markets

Approaching markets with a 

systematic, repeatable framework

that has you always on the pulse 

of the market and ignoring the

noise that isn't useful. 

Two Stages of Growth

Whether you're brand new to business/wealth management or a fully established 8-figure player, Safe Haven has you covered!

Secret Insiders Syndicate

Taking OWN NOTHING, CONTROL EVERYTHING To the Elite Level, regardless of your previous knowledge or experience.

Capital Markets Insiders

LEARN TO MAKE YOUR MONEY WORK FOR YOU. Whether investing for Long-Term or Long/Short Trading, Safe Haven has a wide breadth of strategies for growing your wealth.

Learn the way that best suits you

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Learn anytime, anywhere and whatever way you like with multiple training formats.
All Safe Haven's courses come with online,social, live and simulated material.

Online e-learning platform

Watch training videos in stunning 4k HD, or read the text transcripts. Access the training online from any desktop or mobile device, anywhere in the world, anytime you like.

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Interactive entrepreneur & investor community

Join a vibrant community of entrepreneurs and investors on the same wavelength as you. Entrepreneurship and Investing is lonely when you're by "normies" who just don't get it. Get inspired, ask questions, generate ideas, make friends and have fun!

Expert mentorship on demand

Get personalized expert mentorship who can troubleshoot your problems and provide direction. All courses include weekly Q/A; calls, recordings, livestream sessions and 24/7 365 support.


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