Discover a transformative approach to investing with our exclusive membership plans. Tailored for both beginners and seasoned investors, our platform offers the tools and insights you need to achieve financial independence.

Why Join the Freedom Investment Formula?

• ✅ Personalised investing based on your goals, not rules of thumb

• 🔄 Adapts to changing markets & your life stage

• 📘 Learn, build, and automate with expert guidance

Why are you here?

So, you are sold on the idea of Financial Independence / Retire Early (FIRE) and every guy and his dog are telling you to invest your savings in index funds until it is worth 300 times your monthly expenses, also known as the 4% rule. A great strategy compared to paying a financial advisor to rob you from your hard-earned money only to pay more fees to investment managers that will likely underperform an index fund.  

But is there something better?  

Investing blindly in index funds ignores two very important things: 

• where you are in your current path to financial independence 
• current market valuations and conditions 

Furthermore, the 4% rule is based on minimizing your chances of running out of money once you start withdrawing from your investments. Think of overprotective parents that put 5 jackets on their firstborn son in case he might be cold. Even though the weather might change, dressing him in the correct clothing for current weather conditions, should result in the most comfort for their son on average. 

Shouldn’t you instead aim to maximize your expected number of years out of your soul wrenching job? The answer to this question turns out to be very personal and depends largely on your attitude towards risk, but it should probably not be as risk averse as the 4% rule (or overprotective parents). 

Why Freedom Investment Formula? 

 The creators of Freedom Investment Formula have 20+ years of professional investment experience and stepped out of the formal workplace more than 5 years ago with no regard to the 4% rule. Using this experience and market insight led to the development of a dynamic strategy that adapts according to different market scenarios and investors’ starting financial positions, resulting in better outcomes for investors. 

The result is an investment plan that updates monthly to get you to our combined mission as soon as possible: living a life without shackles. It is not only developed to enable earlier retirement, but also to minimize risk once an investor starts to withdraw money from their investments. 

If an easy-to-understand investment plan that minimizes your time in the office and maximizes your chances of staying in retirement sounds like a good idea, give us a try… 

Membership Plans

Choose the level that fits your journey. Start free, or unlock deeper tools and support.