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We are a skilled fee only financial planner. Avail our fee only financial management service at your fingertips.
Individuals and families with high net worth and expatriates need to have a strong financial plan not only to maintain the complicated nature of international finances but also to protect their wealth. At Expat Wealth At Work, we are experts at creating tailored financial strategies, guaranteeing to handle your immediate needs while also safeguarding your long-term financial future.
Our fee-only financial planners are a key part of this process. Unlike traditional advisors, our expert advisors will work with you and receive payment from the fees that have been agreed upon with you, ensuring to offer you impartial guidance tailored to your benefit and interests. This helps our planners to provide you with unbiased guidance that also removes any possible conflicts in the future. Our planners concentrate solely on giving the finest advice for your personal financial state, guaranteeing that all strategies align with integrity and clarity to help attain your objectives.
Our ethos is to focus on understanding clients’ financial needs holistically, not merely to sell investment products. We listen to what you hope to achieve with your money, and look at what your current financial situation is. Then we build you a plan to reach those long-term goals.
We have a formula for our financial planning process:
We first assess your financial position by getting to know you, your goals and your current financial position.
Next, we make sure we have a complete picture of your financial world and may ask for additional investment statements, insurance policies, tax and legal documents. We are always looking to identify gaps and redundancies in our clients' finances, and with our holistic approach, we often find opportunities to do more with less.
We bring your unique data to our team and analyse how different recommendations and strategies apply to your financial picture. By pulling from various internal and external resources, we leverage our extensive experience and expertise to provide you with the best outcome.
After developing a comprehensive plan, we educate you on the "why" behind the "what" before presenting our recommendations. We want you to understand your finances in your terms.
We help you take action and implement our recommendations. Our platform allows us the freedom to offer our clients a wide range of investments and protection strategies from a plethora of industry leading companies. Being fully licensed makes it possible to act in a fiduciary capacity throughout our planning and investment advisory relationships.
Finally, we don't disappear. We have a robust service model that means we periodically sit down and reevaluate your goals and finances and we continue to monitor and adjust your finances as you progress through life. As the world evolves around all of us, our goal is to continue to earn your trust and your business for decades and generations to come.
Our fee-only wealth management plan is aimed at creating personalised strategies for you that will cover all aspects of the financial world ranging from retirement plans to investment, taxes and estate planning. We understand the needs of every expat are different and therefore, we consider your specific situations, goals, targets and risk capacity to make a comprehensive plan that adapts to your evolving needs.
We ensure that our true fee-only, advice-only financial planning is free from any hidden charges, third-party financial interests or any other setbacks. Our planners stand for your unique needs and provide clear and customer-centric financial advice. We are equipped to handle every part of your financial path, from managing debts and investments to retirement planning or saving for education.
Effective wealth management is extremely crucial for ex-pats in the complex landscape. That’s why we give stress transparency and understand your specific requirements at every step of your financial journey. Our expert team dedicates themselves to comprehending your needs and aspirations, making sure that our plans match exactly what you have desired. Call our experts today, we are here to ensure you save your financial future with our professional services. Let us work together to reach long-lasting financial stability and peace of mind.
This website is not a solicitation to invest, nor is it tax, legal, financial or investment advice. We only deal with investors who are expatriates or (ultra-)high-net-worth/self-certified individuals on a non-solicitation basis. Not for the retail market.
The services, funds, and products described on this website are not available in all countries or to all investors. As such, this website, and the information on it are not addressed to any person resident in a territory, country or jurisdiction where such distribution would be contrary to local law or regulation.
Users from the United Kingdom and the European Union
This website is only for professional investors (as defined by the Alternative Investment Fund Managers Directive (2011/61/EU) or “Professional Investors”); professional clients or eligible counterparties (as defined by the Markets in Financial Instruments Directive (Directive 2014/65/EU) or “Eligible Counterparties”); or people who are otherwise defined by local laws and are directed to whom this website is directed.
Users from the United States
The Website is not intended to be used by any person in the United States other than persons who are “qualified purchasers” (as defined in the United States Investment Company Act of 1940, as amended) and “accredited investors” (as defined in Rule 501(a) under the United States Securities Act of 1933).
Clients’ money is invested via Luxembourg-based MiFID II and/or Isle of Man Financial Services Authority regulated entities in UCITS funds, which are considered very safe due to the stringent regulatory framework, transparency, and investor protection standards that are hallmarks of UCITS funds.
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