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Our retirement planning specialists have extensive experience helping expats achieve their financial goals.
Expats have a unique opportunity to fulfil their goals due to high earning potential and huge tax advantages. And Expat Wealth At Work can help you to get there. Being one of the best retirement planning firms, we know that your objectives can change over time. That is why we make constant adjustments and improvements to your plan.
To understand your unique circumstances, our retirement planning consultants will work closely with you. We offer comprehensive retirement financial advice tailored to your needs. We will assess your current situation, including pensions, investments, to create a tailored financial plan for your retirement.
With us, you can be confident that your money is in excellent hands because of our experience and assistance. Leverage the knowledge of our pension financial advisors to optimise your pension benefits.
Our retirement advisory services offer a customised approach, collaborating closely with you to design a financial strategy that secures your financial future while fulfilling your immediate needs.
Live the life that you deserve. Get connected with our retirement advisory consultants right now! We’ll explain why we’re the ideal choice for all of your financial planning requirements.
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.
Managing your wealth as an expat involves more than just growing your assets. It’s also about protecting you and your family from unexpected events. Our pension financial advisors understand life can be unpredictable. So, we carefully review your insurance policies. With the right insurance, your family will be definitely financially protected during emergencies such as medical issues, premature death, or even disability. This way, you can focus on what matters most without financial worries.
Due to worldwide variables, estate planning for expats and high-net-worth individuals can be highly complex. Our top retirement financial advisors are available to carefully evaluate your needs for estate planning in various nations. We make sure that the distribution of your assets follows your priorities and preferences. Understanding the importance of promptness and efficiency, our staff is committed to supporting you during this difficult procedure and giving you the assurance that your preferences will be respected and your legacy safeguarded.
We take a comprehensive approach to expat wealth management. Our focus goes beyond just managing investments; we aim to protect your overall financial health. As a top retirement financial advisor, we include important areas like insurance and estate planning in your strategy. This complete financial advice for pensioners helps you build a strong and flexible plan for the future, giving you peace of mind that all aspects of your finances are covered so you can concentrate on what really matters.
Our knowledgeable team is familiar with the unique challenges that expats and high-net-worth individuals encounter. As retirement specialists, we focus on creating customised solutions that fit your individual circumstances. With the guidance of our experienced pension financial advisors, you can navigate the complexities of expat wealth management confidently. They’ll definitely equip you with the strategies and insights you need to secure your financial future.
Experience peace of mind with our all-inclusive expat wealth management services, designed to balance growth and protection. Our retirement planning consultants expertly handle the complex details, allowing you to focus on enjoying your expat life. Trust our retirement advisory services to secure your financial future. So, you can concentrate on what truly matters while we safeguard your assets and support your goals.
Private wealth management is a highly specialised financial service. For high net worth individuals, it provides customised estate planning, tax services, investment guidance, and other financial management solutions.
Large businesses, families, and HNWIs with significant assets frequently seek out private wealth management services. To manage their wealth, these clients demand specialised financial methods.
Private wealth management is designed for HNWIs. It focuses on overall wealth management. While financial planning benefits individuals at all wealth levels.
Yes, our private wealth managers often provide tax planning services. We can reduce our clients’ tax obligations through strategies such as charities, tax-efficient investing, etc.
Consider the experience, credentials, reputation, cost structure, as well as services offered. Overall, finding someone you can trust and feel at ease with is also very crucial.
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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