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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 consultant, relishing the freedom to provide solutions that were best suited to his expat clients, on a performance fee-only rather than commission basis.
Our values-based fiduciary financial consultancy 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 consultants in order to erode the scepticism that is rife within our industry.”
Our firm’s chief financial consultant 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 Asia 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, the Middle East, Latin America and elsewhere across the Globe.
Having personally experienced living and working abroad our expert financial consultants 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 a transparent performance fee 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.
Expat Wealth At Work is an Appointed Representative of Private Client Consultancy, a trading name of Efficient Frontiers SL, whose registered address is Calle Jardin Botánico, 23/24, La Cala de Mijas, Mijas Costa 29649, Spain with CIF B42839589, authorised by the Dirección General de Seguros y Fondos de Pensiones No J-3930, holding obligatory Professional Indemnity Insurance with AIG Europe for the regulated activity, which is insurance related investments and pensions, and with sufficient financial capacity in accordance with the law. PCC is licensed to operate directly in Spain and it is also licensed to operate in Austria | Belgium | Bulgaria | Croatia | Cyprus | Czech Rep | Denmark | Estonia | Finland | France | Germany | Greece |Ireland | Italy | Latvia | Lithuania | Luxembourg | Norway | Poland | Portugal | Romania | Slovakia | Slovenia | Sweden and the Netherlands, under the freedom of services provision.
PCC Malta (a trading name of Efficient Frontiers SL) acts as an Introducer to AQA Capital Ltd. AQA Capital Ltd is authorised and regulated by the Maltese Financial Services Authority (“MSFA”) with registration number C 70143. AQA is authorised as a UCITS and AIF management company and also provides additional services including discretionary portfolio management and investment advisory services (commonly referred to as “MiFID services”). AQA Capital is authorised to provide services across the EU countries via the EU passport, as well as to clients resident in other non-EU jurisdictions.
PCC Switzerland (a trading name of Neek S.A.) is a tied agent of Asset Street SA who is incorporated under the laws of Switzerland in the Canton of Geneva under the number CHE – 161.878.570, authorised by OAR – G and the Swiss Financial Supervisory (FINMA) related to investment and insurance activities.
PCC allow Appointed Representatives to trade under their own brand using the permissions and licences that PCC hold. This technically means that the advice is being given by PCC as the regulated entity, and does not interfere with or reduce clients’ statutory rights or consumer protection.
We offer investors solutions that are regulated by governments, such as a Luxembourg-based investment platform. Clients only invest in UCITS funds that are considered safe and well-regulated investments in Europe, Asia, GCC & Latin America.
This website is not for American residents or American expats, unless for informational purposes only, or unless it is specifically stated that you are eligible for any service.
© 2010-2023 Expat Wealth At Work – all rights reserved
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