What We Do

We help expatriates and HNWIs reach financial goals, grow and manage their wealth

Is DIY Expat Financial Planning A Good Idea?

Flexible Financial Planning for Life

No matter what stage of life you’re in, having a solid financial plan is crucial. That’s why our team of experts is here to guide you every step of the way. As the best financial planners in the industry, we understand that life can be unpredictable, but we’re prepared to help you navigate through any challenges that come your way.

With our tailored approach, we will work closely with you to create a financial plan that not only meets your current needs but also ensures long-term financial security. We understand that your goals and aspirations may change over time, which is why we are committed to continuously adapting and refining your plan as necessary.

Our aim is to keep you on track towards achieving your dreams while maintaining your desired lifestyle. Life may throw unexpected curveballs at times, but with our expertise and support, you can rest assured knowing that your finances are in good hands.

From managing debt and investments to planning for retirement or saving for education, our team has the knowledge and experience to address all aspects of your financial journey. Trust us to be your partner in building a secure financial future that aligns with your unique circumstances and goals.

Don’t let uncertainty hold you back from living the life you deserve. Contact us today and let us show you why we are the best choice for all your financial planning needs.

Your expat wealth management plan goes beyond just growing your assets. It also takes into account the importance of protecting yourself and your loved ones from unexpected challenges. We understand that life can throw curveballs, which is why we conduct a comprehensive analysis of your current insurance policies. This ensures that you have adequate coverage in the unfortunate event of premature death, disability, or a medical crisis.

Additionally, as an expat and HNWI, your estate planning needs may be more complex due to international considerations. Our team of experts will carefully review your world-wide estate planning to ensure that your assets are distributed according to your wishes. We understand the importance of efficiency and timeliness in this process.

At our firm, we believe in taking a holistic approach to expat wealth management. We go beyond just managing investments; we strive to provide you with peace of mind by addressing all aspects of your financial well-being. By integrating insurance and estate planning into your overall strategy, we help you create a robust and resilient plan for the future.

Our experienced advisors are well-versed in the unique challenges faced by expats and HNWIs and are committed to providing tailored solutions that meet your specific needs. With our expertise and guidance, you can navigate the complexities of expat wealth management with confidence.

Choose our firm for comprehensive expat wealth management services that prioritize both growth and protection. Let us take care of the intricate details so that you can focus on enjoying life as an expat while knowing that your financial future is secure.

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Our Financial Planning Process

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:

 

1

Discovery Interview

We first assess your financial position by getting to know you, your goals and your current financial position.

2

Data Gathering

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.

3

Plan Analysis & Development

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.

4

Plan Presentation & Delivery

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.

5

Plan Implementation

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.

6

Monitor & Update

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.

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Discover the Difference

Expat Wealth At Work prides itself in being far from the run-of-the-mill financial consultancy firm you’ve probably dealt with in the past.

Years of experience in providing financial advice to expats – mainly across Southeast Asia, the Middle East and Latin America – taught us a valuable lesson which we don’t want to be part of. There is wide-spread scepticism of the reliability of the expat financial consultancy industry because most practitioners tend to be “commissions chasers”, their own profit motive more important than the interests of their expat clients.

We are determined to turn this sorry state of affairs on its head. We do things differently, and, we believe, correctly. Our business ethics are to:

  • Focus on financial planning, not investments
  • Use only low-cost funds, not actively managed funds
  • Charge a transparent performance fee only and not being remunerated by commissions
  • Use evidence-based investing

 

Our clients find us conscientious, principled, honest and sincere in our dealings with them, which is why most are committed to a long-term relationship with our firm.

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