Whatever your current financial situation, we are here to craft and implement a financial plan that will fund you through your life and meet your long-term goals.
As we all know, life is a roller-coaster ride, so our financial advisors make sure they join you on your personal journey to adapt your financial plan in the face of life’s ups and downs. The aim is to keep you on track to realise your hopes and dreams, and maintain your lifestyle.
Your financial plan also includes adequate protection for yourself and your loved ones in the event of unforeseen disasters like premature death, disability or a medical crisis. We thoroughly review your current insurance policies and world-wide estate planning to ensure your assets are bestowed as you wish, efficiently and timeously.
Choosing and managing your investments is the crucial part of your financial plan. We build suitable portfolios to fund your individual lifestyle requirements and the amount of risk you are willing – or feasibly can – undertake. Our approach to investment solutions is evidence-based, and comes along with any required tax planning.
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:
Expat Wealth at Work prides itself in being far from the run-of-the-mill financial advisory firm you’ve probably dealt with in the past.
Years of experience in providing financial advice to expats – mainly across Southeast Asia and the Middle East – 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 advisory industry because most practitioners tend to be “commission chasers”, their own profit motive more important than the interests of their 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:
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.