What We Do For Your Financial Plan
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 life managers 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 present unexpected challenges at times, but with our expertise and support, you can feel confident that your finances are in capable 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 life planning needs.
Your expat wealth management plan goes beyond just growing your assets
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 worldwide 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 financial life managers 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 prioritise both growth and protection. Let us take care of the intricate details so that you can focus on enjoying life as an expat and/or HNWI while knowing that your financial future is secure.
Discover the Difference
Expat Wealth At Work prides itself on being far from the run-of-the-mill financial consulting firm you’ve probably dealt with in the past.
Years of experience in providing financial advice to expats and HNWI—mainly across Southeast Asia, the Middle East and Latin America—taught us a valuable lesson that we don’t want to be part of. There is wide-spread scepticism of the reliability of the expat financial consulting industry because most practitioners tend to be “commission 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 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 life management, not investments
- Use only low-cost funds, not actively managed funds
- Charge a transparent performance fee-only and not be 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 us.
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