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Products & ServicesAn Overview

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.


Need Financial Protection ?

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.

New to investing ?

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.

All recommendations made are based on a thorough understanding of your circumstances and will be specific to your needs and requirements.

Active fund management

Have a lump sum that needs active management ?

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

Our DFM partner portfolios at TAM International or Momentum Harmony could be a good fit.

A worry free 'armchair' passive income investment that produces a regular, steady, stable and secure income may also be a consideration - ReDev Canadian Shopping Mall investment.

Control your portfolio

Tax friendly and cost-effective Offshore Portfolio Bonds enable the creation of 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'

Make your financial goals a reality