What We Do For Your Financial Plan
Our ethos is to focus on understanding clients’ financial needs holistically, not merely to sell investment products. We listen to what you hope to achieve with your money, and look at what your current financial situation is. Then we build you a plan to reach those long-term goals. We have a formula for our financial planning process:
We first assess your financial position by getting to know you, your goals and your current financial position.
Next, we make sure we have a complete picture of your financial world and may ask for additional investment statements, insurance policies, tax and legal documents. We are always looking to identify gaps and redundancies in our clients' finances, and with our holistic approach, we often find opportunities to do more with less.
We bring your unique data to our team and analyse how different recommendations and strategies apply to your financial picture. By pulling from various internal and external resources, we leverage our extensive experience and expertise to provide you with the best outcome.
After developing a comprehensive plan, we educate you on the "why" behind the "what" before presenting our recommendations. We want you to understand your finances in your terms.
We help you take action and implement our recommendations. Our platform allows us the freedom to offer our clients a wide range of investments and protection strategies from a plethora of industry leading companies. Being fully licensed makes it possible to act in a fiduciary capacity throughout our planning and investment advisory relationships.
Finally, we don't disappear. We have a robust service model that means we periodically sit down and reevaluate your goals and finances and we continue to monitor and adjust your finances as you progress through life. As the world evolves around all of us, our goal is to continue to earn your trust and your business for decades and generations to come.
Flexible Financial Planning for Life
No matter what stage of life you’re in, having a solid financial plan is crucial.
That’s why our team of experts is here to guide you every step of the way. As the best financial life managers in the industry, we understand that life can be unpredictable, but we’re prepared to help you navigate through any challenges that come your way.
With our tailored approach, we will work closely with you to create a financial plan that not only meets your current needs but also ensures long-term financial security. We understand that your goals and aspirations may change over time, which is why we are committed to continuously adapting and refining your plan as necessary.
Our aim is to keep you on track towards achieving your dreams while maintaining your desired lifestyle. Life may present unexpected challenges at times, but with our expertise and support, you can feel confident that your finances are in capable hands.
From managing debt and investments to planning for retirement or saving for education, our team has the knowledge and experience to address all aspects of your financial journey. Trust us to be your partner in building a secure financial future that aligns with your unique circumstances and goals.
Don’t let uncertainty hold you back from living the life you deserve. Contact us today and let us show you why we are the best choice for all your financial life planning needs.
Choose our firm
Expat wealth management
Our holistic approach
Our team of experts will carefully review your worldwide estate planning
Unique challenges
Discover the Difference
Expat Fiduciary prides itself on being far from the run-of-the-mill financial consulting firm you’ve probably dealt with in the past.
Years of experience in providing financial advice to expats and HNWI—mainly across Southeast Asia, the Middle East and Latin America—taught us a valuable lesson that we don’t want to be part of. There is wide-spread scepticism of the reliability of the expat financial consulting industry because most practitioners tend to be “commission chasers,” their own profit motive more important than the interests of their expat clients.
We are determined to turn this sorry state of affairs on its head
We are determined to turn this sorry state of affairs on its head. We do things differently and, we believe, correctly. Our business ethics are to:
1. Focus on financial life management, not investments
2. Use only low-cost funds, not actively managed funds
3. Charge a transparent performance fee-only and not be remunerated by commissions
4. Use evidence-based investing
Our clients find us conscientious, principled, honest and sincere in our dealings with them, which is why most are committed to a long-term relationship with us.
Exclusive access to opportunities
Our strategic planning ensures your wealth is preserved, protected, and seamlessly passed on to the next generation without unnecessary complexity.
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