Full Financial Review
Personal holistic advice to meet your planning objectives
Our initial consultation will look to understand your Domicile status as an Expat.
We then build a blueprint to cover off each area of financial planning on your overseas journey until such time you decide to repatriate to either your home country or a new destination. Working with you, we will hold regular meetings throughout the year, to not only keep you on track to meet your goals, but to look at new opportunities and improvements to your plan.
Domicile Status
Understand your domicile status for future liability
Wills & Guardianship
Putting in place a legal framework to comply with Sharia Probate
Protection Planning
To make sure your loved ones can continue if you die or you have the means to cope with a dread disease
Education Planning
Looking at the costs associated with future education costs of children
Retirement Planning
Understanding the long-term goals and blueprint to financial independency
Inheritance Tax Planning
Looking at your future liability and how to mitigate effectively
Offshore Banking
Creating a facility that keeps your money out of the region and away from offshore tax environments
Forex
Setting you up with a provider to transfer money around the world
Lump Sum Investing
Diversifying your portfolio to uitlise any lump sum amounts from Savings, Asset Sale or Maturity of policies
Portfolio Management
In line with your appetite to risk managing the types of investments within your overall portfolio
International Property Investment
Understanding the property market if this is a viable addition to your portfolio
Repatriation Advice
Before leaving your country of residence, understanding the tax treatment of the country you will be repatriating to