Fee-only Financial Life Management, Tailored for Clients Located All Over Singapore
We Are Fee Only Financial Life Managers—Focused on Your Financial Goals, Not Commissions
For high-net-worth individuals and expatriates, having a solid financial plan is essential not only to manage the complexities of international finances but also to protect their wealth. At Expat Wealth At Work, we specialise in crafting personalised financial strategies that address your current needs and secure your financial future over the long term.
Our fee-only financial life managers are integral to this approach. Unlike traditional advisors, our experts are compensated solely through the fees we agree on together, ensuring that our guidance is truly impartial and centred on your best interests. This fee-only wealth management model lets us focus entirely on providing unbiased advice, removing potential conflicts and promoting financial integrity. By aligning each strategy with your unique financial goals, we bring transparency and clarity to help you achieve what matters most.
Our fee-only wealth management plan aims to develop tailored strategies that encompass all aspects of your financial life—from retirement planning and investments to taxes and estate planning. Recognising that every expat and HNWI has distinct needs, we customise our strategy to align with your individual circumstances, objectives, targets, and risk tolerance, guaranteeing a thorough plan that adjusts as your requirements change.
With our genuine fee-only, advice-only financial life management, you will never face hidden fees or third-party interests. Our financial life managers prioritise your individual needs, providing clear and client-focused guidance. From debt management to investing, retirement planning, and education savings, we are here to support you at every stage of your financial journey.
In the intricate financial environment for expats and HNWI, proficient wealth management is crucial. We emphasise transparency and strive to comprehend your unique needs during your financial journey. Our committed team invests the effort to grasp your goals, guaranteeing that our strategies correspond with your vision for financial security and tranquillity. Contact our fee-only financial life managers today to ensure your financial future with our expert services—together, we will strive for enduring financial success.
Testimonials
What our clients say
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.
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Contact is the cornerstone of all our efforts. We focus on helping expatriates and high-net-worth individuals reach their financial goals while promoting growth and efficient management of their wealth.