Expat Investment & Insurance Products & Services

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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.

Covering the basic principles of financial planning

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.

Individuals new to investing

It could be that you are simply looking to start a savings regime to build funds for the future.

This may be for education funding , a special event , retirement or to travel the world.

It could be that you are currently uncertain as to what you require.

If this is the case why not allow us to provide you a Financial Health Check ?

Such a review is confidential, free of charge and without obligation.

You can rest assured that any and all recommendations that we make are based on a thorough understanding of your circumstances and will be specific to your needs and requirements.

Investors looking for active fund management

If you are wishing to invest a lump sum but need to have an actively managed portfolio handled on a daily basis by professionals with proven capability - a Discretionary Fund Management portfolio may be an ideal solution.

Take a closer look at how our DFM partner portfolios at City Financial ,TAM International or Momentum Harmony could work for you.

You maybe seeking a worry free 'armchair' passive income investment that produces a regular steady - stable and secure income in the range of 6 - 7% pa - if so you may wish to consider a ReDev Canadian Shopping Mall investment.

Experienced investors looking to control their own portfolios

Tax friendly and cost-effective Offshore Portfolio Bonds exist to enable you to create a diversified portfolio of funds , ETF's , stocks , shares and much more.

Structured Notes have become important investment vehicles for investors that seek 'very clearly 'defined returns' alongside clearly defined risks'

Why not get started now and request the "Client Review Document" below.

Further resources

Market Indicator - Momentum fund management provide insightful views on their belief of market direction
Video Updates - Watch and listen to our Discretionary Fund Manager (DFM) partner videos. The videos provide an insight to the managers thoughts and feelings in respect of market events alongside specific details on portfolio performance
Market Scope - e-newsletter - don't miss out on important market events - subscribe now its Free
Our Blog - Commentary and updates on market events - insurances - pensions - investments - taxation and all other issues related to expat financial planning

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.

Our experience and knowledge allow us to provide you , an expatriate , a comprehensive range of products and services.

Covering the basic principles of financial planning

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.

Individuals new to investing

It could be that you are simply looking to start a savings regime to build funds for the future.

This may be for education funding , a special event , retirement or to travel the world.

It could be that you are currently uncertain as to what you require.

If this is the case why not allow us to provide you a Financial Health Check ?

Such a review is confidential, free of charge and without obligation.

You can rest assured that any and all recommendations that we make are based on a thorough understanding of your circumstances and will be specific to your needs and requirements.

Investors looking for active fund management

If you are wishing to invest a lump sum but need to have an actively managed portfolio handled on a daily basis by professionals with proven capability - a Discretionary Fund Management portfolio may be an ideal solution.

Take a closer look at how our DFM partner portfolios at City Financial ,TAM International or Momentum Harmony could work for you.

You may seeking a worry free 'armchair' passive income investment that produces a regular steady - stable and secure income in the range of 6 - 7% pa - if so you may wish to consider a ReDev Canadian Shopping Mall investment.

Experienced investors looking to control their own portfolios

Experienced investors may need our 'state-of-the-art' Fund Platform.

This platform enables you to buy , sell and research over 7500 funds, ETF's and other instruments from over 200 internationally recognised fund management houses.

If you'd like to get to know our platform and use its facilities prior to investing you are welcome to create a "Starter Account" - free of charge and without commitment !!

Tax friendly Offshore Portfolio Bonds exist to enable you to create a diversified portfolio of funds , ETF's , stocks , shares and much more.

Structured Notes have become important investment vehicles for investors that seek 'very clearly 'defined returns' alongside clearly defined risks'

Why not get started now and request the "Client Review Document" below.

Further resources

Market Indicator - Momentum fund management provide insightful views on their belief of market direction
Video Updates - Watch and listen to our Discretionary Fund Manager (DFM) partner videos. The videos provide an insight to the managers thoughts and feelings in respect of market events alongside specific details on portfolio performance
Market Scope - e-newsletter - don't miss out on important market events - subscribe now its Free
Our Blog - Commentary and updates on market events - insurances - pensions - investments - taxation and all other issues related to expat financial planning

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