Looking for fair, independent and transparent financial advice?
Financial advice for expats is not hard to find. If you are a professional working internationally, we expect you have had some interaction with a financial advisor in your career. Regrettably, the offshore financial services industry is rife with mis-selling, unsuitable advice and exploitative practices. We are bringing regulated financial advice to the international market to raise standards and provide welcome salvation for expats. Appropriate preparation and planning are key to reducing risk and increasing the chances of success. Wealth Management & Estate Planning for expatriates is no exception. 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 our professional advice, then integrity has to be the corner-stone of future business dealings. Certainly, this is the case with us in regard to our advice on all aspects of your financial planning.
We are Conflict-Free: we are a "fee-only" investment advisor. We provide ongoing advice for a fully-disclosed fee. There are several ways you can pay a financial planning firm. We are "fee-only", which means we are compensated only by our clients. Always. 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 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 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.
If you are currently holding an offshore portfolio bond or savings plan and have lost contact with your original advisor, or have been unimpressed with your current advisor and would like to switch advisor with a view to improving performance, we would be delighted to take over management of your plan with no transfer costs to switch to working with us.
We will normally have an initial, informal, discussion over the phone to see how we might best help you. Following on from that discussion we will then make an arrangement to meet personally with you or, since the Coronavirus is making personal meetings impossible for the time being, conduct a (review) meeting via e-conferencing (i.e. Skype, Zoom) - which is very simple to organise and incredibly time efficient. Whatever works best for you, works best for us.
Please contact us - firstname.lastname@example.org - today for an informal discussion about how we can help you.