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Expat Wealth At Work was founded in 2010 on a strong set of principles and values that became intrinsic in our founder, while he worked with one of Europe’s leading comprehensive financial service providers, concentrating on life insurance and pension planning.
Frustrated by the “one-size-fits-all” approach he saw in action he decided to become an independent advisor, relishing the freedom to provide products that were best suited to his expat clients, on a performance-fee rather than commission basis.
Our values-based fiduciary financial advisory service has stayed small, exclusive and personal, true to its core guiding principles, and has proved highly successful in curating, managing and growing the wealth of our expatriate clients that are spread around the world.
In the words of our company founder: “Most expat financial services advisors are commission chasers. We want to belong to the small percentage of performance fee-only advisors in order to erode the scepticism that is rife within our industry.”
Our firm’s chief financial advisor holds a Bachelor Degree in Business Management (Marketing), is a Certified Pension Planner and Anti-Money Laundering Specialist, and also holds an Associate Degree in Psychology.
With a background in financial services in Europe, and providing expert financial advice as an independent since 2010, he has built up an intricate knowledge of cross-border retirement and investment planning, being consulted by senior expats across Southeast Asia and the Middle East and elsewhere across the Globe.
Having personally experienced living and working abroad our expert financial advisors are best placed to tailor services for our clients and forge long-lasting close relationships with the expats we help.
Here at Expat Wealth At Work we focus on financial planning rather than purely selling investment products, many of which have high fees, unnecessary structures and expensive funds that under-perform.
We use only evidence-based low-cost funds, not actively managed funds, and charge transparent performance fees only. We don’t depend on commissions for our remuneration.
Our clients’ needs and holistic financial situation are our priority – we are in the business of helping you plan, achieve and maintain your lifestyle as an expatriate based anywhere in the world.
With our help we can relieve the stress of managing your money, providing the advice, financial security and options you need to safeguard your present and assure a prosperous future as you settle into life in a foreign country.
If you’re working in a low-tax country you will have a higher disposable income to make the most of, and if you’re close to retirement you deserve to reap the rewards of your working life. Perhaps you have got entrepreneurial plans or personal goals, or existing investments that you are struggling to manage. These are all the scenarios we are qualified and competent to assist you with.
It’s never too late to achieve your financial goals – we’d love to help you do so.
hello@expatwealthatwork.com – As with all investments and pensions, your capital is at risk. The value of your investments and pensions can go down as well as up and you may get back less than you started with. The information provided on www.expatwealthatwork.com (the “Site”), and the mobile application, is for general informational purposes only. All information on the Site, and the mobile application, is provided in good faith, however we make no representation or warranty of any kind, express, or implied, regarding the accuracy, adequacy, validity, reliability, availability, or completeness of any information on the Site and mobile application. The Site, and our mobile application, may contain links to other websites or content belonging to or originating from third parties or links to websites and features in banners or other advertising. Such external links are not investigated, monitored, or checked for accuracy, adequacy, validity, reliability, availability or completeness by us.The information contained on this website is provided as guidance only and should not be construed as advice or a personal recommendation. We provide Independent, Smarter Financial Advice For Expatriates in Malaysia, Indonesia, Brunei, Singapore, Thailand, Laos, Vietnam, Taiwan, India, China, Hong Kong, Japan, United Arab Emirates, Oman, Saudi Arabia, Qatar, Mexico, Panama, Argentina, Brazil and Peru,
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