Knowledge empowers you , see how we can help you achieve a stable
We believe we are different to many of the advisory firms operating in Asia and and being unique gives us an edge. Here are some of the reasons why clients choose us:
A variety of financial services available
If your priority is capital protection then we can help. Available as either lump sum or regular savings, we can protect your money meaning you will never get back less than you put in. Term conditions apply. Please get in touch for more information.
If volatility is not for you then we have a suite of Fixed Income products over a range of terms. Fixed income means that your return will be the same no matter what happens in the markets. Terms from three to six years and a variety of returns available, we have access to asset backed solutions to meet your needs..
We have access to a variety of discretionary fund managers who can create a portfolio specifically with your requirements in mind. Historically only available to high net worth individuals, you can now access these services.
If you have worked in the UK and have contributed to a UK pension scheme then we can help. We will review your current arrangement and see if there is a better way. Due to the recent Finance Act capping pension fees, we may be able to reduce your costs and stimulate growth. We can also help you consolidate multiple pensions into one scheme thus reducing paperwork and costs.
If you have contributed to a Superannuation and have since left Australia then we can help. Many Supers fail to beat the market average of 11%, they lack liquidity and are placed into expensive generic mutual funds. If you want your Super to work harder for you then get in touch. We have teamed up with an AFS Licensed firm based in Melbourne who deliver results.
If you have transferred your pension into a QROPs then we can reduce your costs. Many QROPs have excessive fees which can restrict growth. We have also found that the underlying investments can be expensive too. We review your current situation and look for an alternative offering you better value. There is no cost for this service. Simply send us a copy of your statement and we will take a look.
Living offshore normally means that educational costs can be very high. If education is important to you for your children then we can create a savings plan that will help you reach your objectives, helping finance your children's future.
Whether you are looking at medical cover, or Life insurance, we have you and your family covered. We use a variety of product providers and can build a product designed with your needs in mind. Annual, Term and Whole of life policies.
Very morbid subject however what happens when you die? Is your family looked after? Have you shielded them from Inheritance and estate tax?. Are your assets going to the right person without probate getting in the way? If you are unsure then get in touch as we can help.
In order to get you on track financially we have a process that takes you from where you are to where you need to be.
Let’s start planning together
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