Our Story

KozySL Wealth was founded by a former teacher and an accountant/IT professional who both believe that financial clarity should feel supportive, not intimidating. We started with a simple idea: everyone deserves to understand their money.

Linda’s Transformation

Five years ago, Linda's life changed quickly, and she was forced to take control of a financial reality that she hadn't fully faced. She saw the gaps in the system and the silence that kept people stuck on the hamster wheel. She realized that the biggest barrier to financial freedom isn't just money - it's intimidation. Most of the advice out there is buried in jargon and 'fine print' that's designed to be confusing.

Leveraging her 11 years of teaching experience, she decided to bridge that gap and co-created a clear, step-by-step system for financial literacy with Simon.

She spent the last half-decade learning the rules of a game most people were never taught to play. She experimented, adjusted and eventually broke free.

Today, Simon and Linda have found their way to financial freedom. Together, they are dedicated to helping others get unstuck.

Our Journeys to Freedom

Simon’s Turning Point

Simon's drive started in high school, feeling the weight of his parents’ hard work every time they gave him money for food. That pressure followed him into university, where "survival mode" and financial stress dragged his grades down to a 1.3 GPA where he was about to get kicked out if he didn't get at least a 1.5 GPA. He managed to get 1.7 the next semester to stay in the program.

He knew he had to recalibrate, so he took a year off to work three jobs back-to-back, finally building a safety net that allowed him to return to school with a clear head.

During his accounting degree, he realized that saving wasn’t enough. He began applying his knowledge of financials to invest his savings, and successfully earned enough to pay off his entire tuition and student loans with money leftover. He managed to graduate with first class standing and honors.

That journey changed his life. It taught him that while a job is a useful tool, understanding how money works is the real key to freedom. Today, despite the inevitable ups and downs of the market, he still believes that investing is one of the most impactful way to honor your future self.

Where You Come In

Today, Simon and Linda have found their way to financial freedom, and they are dedicated to helping others do the same. We believe it's not about how "smart" you are, but about having the heart to keep trying until you succeed.

That’s where KozySL Wealth is different.

We combine empathy and education with practical, transparent guidance. We don't just look at numbers; we work with your values, your current lifestyle, and your reality to create a plan that actually makes sense for you.

We guide individuals and couples step-by-step, so you can stop feeling intimidated and start feeling confident. Let’s get unstuck together.

The "Why" Behind Our Mission

Money has often been a taboo topic. Many people feel uncomfortable talking about it, and they don't know where to start. Yet almost everyone wants to manage their finances better - to save, invest, or just to feel in control of their spending. Unfortunately, the services available are often too intimidating, overly technical, or expensive, leaving people stuck and frustrated.

We know that feeling because we’ve lived it.