Expat Financial Planning

Providing Client Clarity Since 1985


Expat Financial Planning

Providing Client Clarity Since 1985

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    Recruit & Retain Valuable Staff With Employee Benefit Plans


    Research confirms that solid expatriate employee benefits are uppermost in employee minds

    As an employer of expatriates you are acutely aware of the value key staff play in the role of your business. You realise that without the dedication and work ethic that your individual employees provide to your business, your bottom line profit suffers. Despite the worlds increasing unemployment rates key staff members are hard to find and even harder to retain.

    You are also well aware that employees continually look at overall benefits packages when considering their current and prospective new roles.

    Salary is just one factor in an employees considerations.

    Equally important are issues of medical insurance , life assurance , critical illness insurance , income and disability cover and retirement planning.

    Providing such benefits not only helps you recruit the right people it helps retain them also.

    We have been assisting small and medium sized companies since 1985 to formulate employee benefits packages that meet budgetary scales.

    Keyman & shareholder protection

    In addition to formulating employee benefits packages we also assist employers with effecting Keyman and Shareholder protection strategies.

    Ensuring a company is protected against loss of income / profits and potential business collapse is what keyman and shareholder protection is all about.

    Death or serious illness of a key director(s) or key employees can wreak financial and operational havoc on a company and can even be the catalyst of a company collapse.

    To open a dialogue and ascertain how we can assist you in all of the above areas please use the contact button.

    We look forward to being of service and benefit to you.

    Further resources

    Market Indicator - Momentum fund management provide insightful views on equity market trends
    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