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Financial Planning


Financial Planning Roadmaps

Since 1985 we have been helping expatriate clients create financial roadmaps to help ensure financial goals and objectives are met.

Within each client roadmap we include products and services specifically tailored to achieve the desired outcomes set, all within clearly defined risk tolerances.

Each client circumstance is uniquely different and as such the following products and services serve only as a broad outline of what may be included within your personal financial roadmap.

You may also find our FREE downloadable "Investing Where Do I Start?" e-book a great source of information.

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Financial Protection

Financial planning is akin to building properties - its essential to get the infrastructure correct at outset - building on fine sand only leads to disaster.

In financial planning terms this means ensuring that adequate financial protection is put in place for you and your loved ones at outset.

The types of protection plans to consider include :

Our client review process will identify if any of these areas should be discussed.

New to Saving & investing?

Looking to start a savings regime to build funds for the future?

Whatever your savings objectives may be - a nest egg, education fees or retirement, it's imperative that cost effective and felexible solutions are used.

The following pages will introduce you to your chosen areas of interest.

Lump sum fund management

Do you have an existing lump sum or portfolio that could benefit from active fund management?

Professionals with proven capability known as Discretionary Fund Managers (DFM) may be an ideal solution.

Our DFM partners TAM International and Momentum Harmony produce risk adjusted portfolios that may well be a good fit.

If you seek worry free 'armchair' passive income, a ReDev Plaza investment that produces regular, steady, stable and secure income may be suitable.

Use the following links to explore further.

Control your portfolio

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

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

The following links will provide further informtion on both these opportunities.

Make your financial goals a reality