With over 25 years meeting your Wealth Management & Financial Planning needs, we've got the knowledge to make the best decisions for you.
expatwealthatwork is a fee-only wealth management firm that provides comprehensive advisory and investment services. Although this can mean different things at different firms, our goal is to have all things financial working in concert with one another to deliver a result in which the whole is greater than the sum of the individual parts.
We offer bespoke services with a holistic and highly personalised approach to meet your circumstances and individual needs.
In working with you, we are held to high standards ensuring that our recommendations are always delivered with your best interests in mind. We provide services on a fee-only basis, which we believe removes the conflict of interest inherent in selling investment products for commission.
The bottom-line is that when we are talking to you about your money, we want to make sure that we are sitting on the same side of the table as you to help you reach your financial goals, whether in retirement or building your assets.
We believe that this independence offers our clients a complete and comprehensive access to global services - we do not simply follow the herd of (British) salesmen who are peddling relentlessly the various insurance-linked investment schemes or unit-linked life assurance plans in the offshore markets to earn excessive commissions.
Most of our clients are people that have already amassed a substantial amount of assets, and find that they either do not have the time, inclination, or expertise to continue to juggle the many facets of their financial lives. This is not just limited to picking the investments in their portfolio. It also includes debt management, retirement and/or college planning, knowing whether they can afford a major purchase while staying on track, making executive compensation elections, having the right insurance set up, coordinating an estate plan, or maximising the efficiency of their taxes.
At expatwealthatwork our role is to help you think ahead - to provide guidance and support, to make sure you are heading in the right direction and to ensure you understand any and all implications based on our pertinent knowledge and experience.
To provide successful, independent advice requires high levels of professional integrity. When a client puts trust in professional advice, then integrity has to be the corner-stone of future business dealings. Certainly, this is the case with expatwealthatwork in regard to our advice on all aspects of your financial planning.