Financial Advisor
CurrentAdvising expatriates on all aspects of financial planning. Our bespoke service for both individual and corporate clients continually keeps pace with the changing needs of our customers, regulations and legislation.The world of investment and financial planning services is complex, even if you are financially aware. Finding the right products is time consuming. That’s why we are here. With our knowledge and expertise we can save you time, money and bring you peace of mind.In broad terms our Services range from the following to our individual clients and corporate:● Employee Benefits● Key-man Insurance● Wills & Trusts for Expats● Individual/Group Medical Insurance● Short and long-term tax efficient savings● FX Transfers and International mortgages● Pension Transfers ● Education fee planning and Retirement planning● Lump-sum Investments and Portfolio Management● Offshore Trust setup and Inheritance tax/succession planning● General Insurance (Professional Indemnity, Aviation, Marine etc.) ● Personal Protection (Life Insurance: Term, WOL, CIC and TPD cover)● Jumbo Insurance (High-Value Life Insurance with up to $ 100 million capacity per policy )
