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- Investments
- Bowmoor CTA Global Alpha Fund
- Discretionary Fund Management
- DFM Deep Dive
- ESG Investing
- DFM Video Updates
- Market Indicator
- Harmony Portfolios
- Momentum Harmony GEIE ESG Fund
- Momentum Harmony Global Enhanced Index Equity ESG Fund
- Portfolio Bonds - PPB's
- Redev Plazas
- Sanlam AI Tracker
- Structured Products
- TAM
- TAM ESG
- TAM Liquidity Plus
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- Business Covers
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Expat
Financial Planning
Financial Planning
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🏠 Home
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👨💼 About Us
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The Advise Team
Learn about our credentials and experience -
Client Testimonials
Read what clients have to say about our service standards -
Industry Awards
Read more about our awards & achievements -
How To Start Planning
The importance of financial planning roadmaps -
Products & Services
A brief overview of our service proposition -
Our FREE Newsletter
Keep up to date with issues that affect expats -
Privacy
We take privacy seriously -
☂️ Protection Plans
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Critical Illness
1 in 3 can expect to be diagnosed with a critical illness -
Income - Disability Cover
Protect your greatest financial asset - your ability to earn income -
Life Assurance
Financially protect those that are left behind -
Combing Protection Plans
Examining a case example for combining protection contracts -
⛱️ Business Covers
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Employee Benefits
A range of protection plans for company employees -
Shareholder Protection
Essential cover to protect shareholders in the event of a death -
Keyman Protection
Protect a company's most valuable asset - its key personnel -
🏥 Health Insurance
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Choosing A Medical Insurance Plan
What you need to know prior to purchasing a contract -
Our Product Providers
Learn more about our preferred insurance partners -
Budget Plan Offerings
Specifically designed for expats in SE Asia -
📈 Pension Savings
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How Many Pay Days Left?
See how many pay days you have until retirement -
Expat Pensions
Review your pension planning options -
Offshore Savings Plans
Cost effective and flexible savings plans -
Education Fees Planning
Advise for education funding -
FREE Investment e-book
Download our guide for succesful investing -
📊 Investments
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Bowmoor Global Alpha Fund
An award winning CTA Alpha fund -
DFM Investing
Our rationale for using discretionary fund managers -
DFM Deep Dive
Examining a TAM DFM portfolio in detail -
Equity Market Weekly Updates
Weekly updates on the global equity, gold and oil markets -
ESG Investing
Learn the fundamentals of ESG investing -
Fund Manager Video Updates
Keep abreast of fund manager thinking -
Momentum Harmony Core Portfolios
An introduction to the core portfolios in the Harmony range -
Momentum Harmony Global Sustainable Fund
A detailed overview of the fund -
Portfolio Bonds
An investment platform for expats to access stocks, shares,etfs', funds and more -
Sanlam AI Tracker Fund
A global tracker fund like no other utilising AI -
Structured Products
Structured products offer defined risks and defined rewards -
TAM Portfolios
Insight into an award winning discretionary fund manager -
TAM ESG Portfolios
Learn what differentiates a TAM ESG portfolio -
TAM Income Portfolios
For clients seeking investment income -
TAM Liquidity Plus Portfolio
Capture the best bank rates when markets are too risky -
✈️ Travel Insurance
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Travel Insurance Plan Options
An overview matrix of travel insurance plans -
Single Trip Travel
Offering cover from 5 days up to 1 year -
Multi-Trip Travel
For those planning multiple trips throughout the year -
US Seniors Travel
Designed for US National clients travelling overseas -
Students Travel
Stay protected whilst studying overseas -
For Golfers
Golfers are not immune from accidents and ill health -
For Scuba Divers
Protection for scuba divers both above and below the water surface -
For Cyclists
Touring cyclists need protection during adventures -
For Motorcyclists
Planning for the unplanned -
International Driving Permits
Stay legally and insurance compliant if you intend driving overseas -
Schengen Visa Information
Schengen visa details explained -
📃 Estate Planning
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Expat Mortgages
Looking for a new or re-mortgage? -
UK Wills
Learn why effecting a Will is critically important -
UK Intestacy Rules
A review of the UK Intestacy rules -
Online UK Will drafting service
An online will drafting service from your armchair -
📖 Blogs & News
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Home
The latest blogs & news -
Protection - Critical Illness
The importance of protecting against disaster -
Protection - Life Assurance
Protecting loved ones left behind -
Protection - Income Protection
Understanding the impact of long term illness & disability -
Protection - Medical Insurance
Understanding the medical risks whilst abroad -
Investing - ESG Issues
Issues related to ESG factors -
Investing - Pensions & Portfolios
A range of topical investment and pension issues -
Investing - Tax Issues
Tax matters -
Travel - Learning From Disasters
Real life stories from around the globe
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Momentum Harmony Global Enhanced Index Equity Fund (GEnIE) An ESG Integrated, Direct Equity portfolio
This fund has now been renamed the Momentum Harmony Global Sustainable Equity Fund - Please use this link to learn more