Change Advisor

Disappointed?

Are you unhappy with the level of service and advice you have been receiving from your financial advisor? Is the performance on your account disappointing and do you feel that your financial advisor is not adding any value to you? Have you lost contact with your existing financial advisor?

A Fresh Start!

It might be time to make a change and start anew with expatwealthatwork. We are one of the leading firms providing financial planning and wealth management services to the expatriate community throughout the Asia-Pacific region. You can expect:

  • An overview and explanation of your accounts and what your options are
  • A top-down review of your current portfolios and recommendations for improvement
  • An experienced financial advisory firm to discuss your accounts with
  • Online viewing and regular valuations for your accounts
  • Administrative support to assist you with any questions or requests on your accounts, such as fund switches, withdrawals, premium changes, or address changes. Optional active portfolio management for your investments
  • A personal financial review to determine your needs and future goals
  • Access to additional services and solutions exclusive to expatwealthatwork clients
  • Ongoing reviews of your accounts and regular contact with us
  • Continuing advice and support anywhere in the world

Transfer Accounts

If you have an investment plan, portfolio bond, or an insurance policy, we would be happy to assist you in the portfolio management and general servicing of your account(s). Switching to expatwealthatwork is simple, and there are no fees involved in transferring your accounts over.

expatwealthatwork

To find out more about how we can increase the potential for growth on your accounts and offer a higher level of advice and support, contact us today and we will be in touch within 24 hours. Any initial consultation with us is free of charge.