A comprehensive and holistic range of products and services
Since 1985 we have been providing our expatriate clients with a comprehensive range of products and services. All products and services are offered after a clear understanding has been gained of a clients stated objectives and attitude to risk.
The following is an outline of our approach to sound and sensible financial planning fundamentals.
Financial planning is akin to building a property - its imperative to get the infrastructure correct at outset - building on fine sand will only lead to disaster.
In financial planning terms this means ensuring that adequate financial protection is put in place for you and your family at outset.
The types of protection plans to consider include income protection , critical illness protection , life assurance and medical cover.
Our client review process will identify if any of these areas should be discussed.