Appropriate preparation and planning is the key to reducing risk and increasing the chances of success. Certainly ORSO, QROPS, SIPP, QNUPS and EURBS is no exception
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 ORSO, QROPS, SIPP, QNUPS and EURBS.
We have both actuarial and non-actuarial skills and expertise in SE Asia and Europe. This gives us a strong geographical platform and allows us to keep abreast of the numerous and varied types of investments plus - any new opportunities that come regionally on the market. Profiling our extensive client base helps determine which of these opportunities may be of interest to you. This approach helps us provide you with a continuous development of your wealth management programme, and ensures we keep you up-to-date with all relevant opportunities..
Our purpose is to help you achieve the best life possible with the money you have. We work in partnership with you, putting your life at the centre of our conversations. We will take time to understand you, your background, philosophy, needs and objectives so that we can help you put your money to good use. In so doing, our aim is to provide you with a better Return on Life not just a better return on your investments.
We will help you get your financial house in order and will help keep it that way.
We will help you provide for your lifetime income and expenditure needs and your tax planning, investments, protection and estate planning. Our aim is to simplify your life and to save you time and money.
We provide insight and guidance to help you avoid emotionally driven decisions in important money matters. We are available to consult with you to ensure you have all the necessary information needed to make informed and smart choices.
Contact us and we will be in touch to understand how we can help!