About You

Our Clients Appreciate an Intelligent Approach to Financial Planning

Our Typical Expat Clients

To become a client of Expat Wealth at Work – a rather unique and exclusive professional financial advisory practice – you need to be an individual who wants, and needs, a performance-driven, academic approach to investing your money.

You want to plan, achieve and maintain your lifestyle and financial goals wherever you are in the world, receiving the best possible financial planning and execution, with evidence-based investments for your portfolio that won’t let you down.

Whether you’re earning and saving abroad, or retired and needing to make the most of your pension, you need advice and pragmatic assistance to curate and grow your wealth from a company that takes a personal interest, and tailors individual portfolios for each client.

You want a financial advisor you can trust to not just be out to make as much in commission as possible from investing your wealth, but rather remunerated according to actual performance.

Does this sound like you? If so, we’ll be happy to help you take full financial advantage of your expatriate status and opportunities.

Who We Help

Our cross-border financial services are available world-wide, aimed mainly at individuals with investable assets in excess of $25,000, or an income in excess of $150,000 in the past 12 months. (Figures are given in US Dollars as indicative guidance).

While instituting these capital criteria we’d like to stress that they aren’t set in stone – we often help people with smaller portfolios depending on their individual circumstances, so if you believe we would be able to serve your needs, get in touch to discuss your requirements.

Some examples of individuals we can help:

  • Those looking for discretionary portfolios due to investment restrictions in their industry, such as Financial Services, Accountancy, or Law.
  • Expats looking to accumulate funds to realise their financial goals, requiring a holistic plan and approach across all of their assets in multiple countries.
  • Those looking to invest cash lump sums, able to start with an investment of greater than $25,000.
  • Those nearing retirement with more than $500,000-million to invest to ensure a safe and reliable income stream in retirement.

Your Interests Come First

We tend to keep our client base small, so that we can serve you at the highest level on a personal basis. We put your interests and your finances at the centre of our day-to-day operations, rather than chasing profits for ourselves.

We have had great success in helping clients with:

Working & Saving – putting away some of your excess disposable income in a low-tax country to grow and secure your family’s future.

Close to Retirement – making the most of the money you have saved diligently through your working life, and now want to secure as an income for retirement.

Locked-In Savings – your existing investments are locked in, perhaps for 15 to 20 years, and you’re paying high fees and charges. We’ll help you rectify the situation.

Big Life Goals – you want to realise a dream. Perhaps it’s starting a business, long-term travel or a change of career. We can help make this happen.

Entrepreneur Aid – align your business ambitions with your personal finance goals, or get help with lump-sum investment after a sale of a business.

Stock Options – help with timeous management of vested stock or equity with your employer in line with your life goals.

We can do it for you too, if you care to join our financial family.

Get in Touch