Rotimi Oke, financial adviser at Emergenzz Financial Services, speaks to Health & Protection about how his parents taught him financial planning is not just about selling policies, why his ultimate goal is to protect as many families as possible and how a client once told him that he sounded like someone who actually gives a damn.
How did you get your start in the sector?
I got my start through the family business.
My mum, Dr Sheun Oke – CEO of Emergenzz Financial Services – introduced me to the industry. My dad, Stephen Oke, our CFO, mentored me in strategy, risk, and long-term thinking.
Growing up around them showed me that financial planning isn’t just about selling policies – it’s about building systems that genuinely serve people.
Today, I work independently within the family business. That balance gives me freedom to innovate while keeping the legacy alive.
What do you enjoy most about your current role?
There are two things:
First, protecting families with life insurance, critical illness cover, and income protection, which is especially meaningful now that I have two kids of my own.
Second, helping other advisers simplify their workflow. Through my platform, I build automations that save time, improve follow-ups, and make onboarding seamless.
It’s not just about helping people earn more, it’s about giving them back their time and peace of mind.
Who is your role model, in life or in work?
Both my parents.
My mum built a brokerage from scratch, proving you can lead with both heart and excellence.
My dad is a calm, strategic thinker who isn’t afraid to take smart risks.
Now, at 21 with two kids under two, I understand how much of their mindset shaped mine, blending ambition with purpose.
Who has been your most important mentor in your career so far and why?
My parents laid the foundation, but real growth came from being in the trenches.
I saw first-hand where advisers struggled with admin, slow systems and lead generation, and that’s what sparked Battalion AI.
Every challenge became a blueprint. Every client became a case study.
Experience has been the best mentor.
What advice would you give to people thinking about a career in the sector?
Learn the craft, then build systems.
This industry is not just about selling, it’s about serving. If you build trust, the rest follows.
But if you want to scale, structure is everything.
Automation turns chaos into consistency, and consistency is what grows businesses, not hustle alone.
What has been your biggest setback and how did you overcome it?
Finding balance.
At 21, raising two kids while launching a business forced me to cut the fluff fast, I had no time for inefficiencies so I built the systems I now offer.
What started as a personal struggle became my biggest solution.
Laugh or cry — what did your most memorable client or case make you want to do and why?
Laugh.
A client once told me: “You don’t sound like a financial adviser, you sound like someone who actually gives a damn.”
That was one of the realest compliments I’ve ever received.
I’m not here to sound smart or sell hard. I’m here to help people breathe easier.
That comment reminded me I’m exactly where I’m meant to be.
What’s your ultimate goal for your career?
Legacy. I want to protect as many families as possible, especially now that I’m a dad.
How would your boss describe you?
Technically, I don’t have a traditional boss, but I work within the family business.
If my mum (the CEO) and dad (the CFO) had to describe me, they’d probably say I challenge the status quo, in a good way.
I’m always asking: “How can this run smoother, faster, better?”
What is your biggest talent away from work?
Creativity. Whether I’m designing systems, building tech stacks, or creating content, I love turning ideas into assets.
In a traditional industry, creativity is my edge, it lets me see opportunities others miss and build solutions others need.
What mantra do you live by?
Legacy over likes. At 21, with two kids, that keeps me grounded.
I’m not building for applause, I’m building to protect what matters and leave something that lasts.
The likes fade, legacy stays.
What song would you regard as your theme tune?
Masicka – Trophies.
It captures the hunger, the pain and the purpose.
There’s a line about moving with intention not desperation, which really hits home.
Everything I do, is a brick in the legacy I’m building. Not for ego – for impact.