Discover Who We Are!
Our Story and Motivation
Expat Wealth At Work was established in 2010 with a fresh approach in mind. Our founder, having worked with one of Europe’s top financial service providers, saw firsthand how the industry often leaned on a “one-size-fits-all” model, particularly in areas like life insurance and pension planning. This approach, though common, often left expat clients without the personalised guidance they needed.
Driven to make a change, he created Expat Wealth At Work as an independent consultancy, dedicated to offering custom-tailored solutions that truly fit each client’s unique needs. By adopting a performance-based, fee-only wealth management model, he shifted away from the traditional commission structure to ensure our interests align directly with those of our clients. Today, this commitment to high-net-worth wealth management and personalised service remains the heart of our mission.
Who We Are
Innovative Solutions for Thriving Wealth
At Expat Wealth At Work, we are honoured to be a values-driven fiduciary financial consulting firm. We have deliberately opted to remain small and exclusive, allowing us to provide a highly customised service to each customer. Our fundamental beliefs direct all facets of our operations, and we have determined that adherence to these values is crucial to our success.
Our wealth management advisors specialise in maintaining, curating, and expanding the wealth of expatriate clientele globally. We recognise the distinct financial issues encountered by expatriates and have devised customised ways to assist them in overcoming these difficulties and maximising their financial prospects.
In contrast to several financial consulting organisations, we operate on a performance-based model, not commissions. This ensures that our customers can rely on the advice we provide as consistently aligned with their best interests.
Our devotion to guiding principles, dedication to an exclusive and tailored strategy, and emphasis on performance-based fees set us apart. As one of the best financial planning and wealth management companies, we are committed to assisting our expatriate customers in achieving their financial objectives and ensuring a bright future.
Decades of Expertise Tailored for You:
We serve clients all around the world with our specialised expat financial advisory services.
- Malaysia
- Indonesia
- Brunei
- Singapore
- Thailand
- Laos
- Vietnam
- Belgium
- Germany
- Taiwan
- India
- China
- Hong Kong
- Japan
- United Arab Emirates
- Oman
- France
- Fiji
- Saudi Arabia
- Qatar
- Mexico
- Panama
- Argentina
- Brazil
- Peru
- France
- The Netherlands
Honesty, Transparency, and Your Financial Future – Our Core Values:
Unlock the Power of Expert Money Management:
Testimonial
Our customer reviews
I’m glad to have contacted Expat Wealth At Work for help with my financials for exiting Hong Kong. They are very professional and knowledgeable. I really appreciate the honest and transparent financial advice that they provided me. I didn’t feel stressed in any way to taking on any of their financial solutions. On the operational side, they keep their eyes on the ball to ensure timely execution. Thank you so much!
I have known Expat Wealth At Work for a few years now and in that time they have provided exceptional guidance that significantly improved my financial outlook. Their in-depth knowledge and personalised approach demonstrated a genuine commitment to understanding my unique financial goals. Their insightful advice not only optimized my investment portfolio but also enhanced my overall financial well-being, earning my trust and confidence in their expertise.
Expat Wealth At Work helped me out. They are extremely helpful and have an amazing ability to explain complicated finances in layman’s terms so that even I can fully comprehend them. Despite the fact that there was a 7-hour time difference between us, they also went out of their way to accommodate me at meetings that matched my schedule. Highly recommended.