"Knowledge, Transparency and Simplicity"
Stress-free Wealth Management
Performance Fee-Only advisor, we only receive income which is directly linked to the performance of your investment, meaning we make the best investment choices for you.
Life first, investing second. How do we build an inspiring plan for you?
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A Typical Ex Pat Client
We aim to be the leading alternative choice for expats looking for an intelligent approach to their finances, that want a proven academic approach to investing their money and that puts them at the centre of their finances, not advisor profit.
What we do
Life Style Planning
Working & Saving
Close to Retirement
Big Life Goals
We Don't Take Commissions
We Don't Sell Products
We Are Different
What our clients say
Guido & Tommy
Married for 6 years
"One review of our investments saved us a lot of money. The hidden costs we didn't know about have been explained, removed and replaced with much better options. Immediately felt good!"
"My new advisor explains everything clearly, provides regular updates and I just get the excellent service I was hoping for. I would definitely recommend using this service. A real added value compared to many other players in the expat market."
Assets Under Management
Average Investment Growth
Our Latest News
Most expats probably need financial advice at some point in their lives; especially when you are going through a major life event such as having a child, buying a house or deciding when and how to retire.
Credit Suisse: Should you be concerned?
Should you be concerned about the stability of your own bank now that problems are spilling over to Europe? Just a few days after the bankruptcy of Silicon Valley Bank, Credit Suisse's shares went into free fall. Will the Swiss bank drag other European banks along? Are we heading for a new banking crisis? And is your bank threatening to falter too?...
Common Expat Misconceptions
We've all had that conversation where you tell a friend you're planning on moving abroad. Their eyes light up as though they are talking to a movie star and they say something like, "living abroad is so glamorous." Once they've calmed down and stopped fantasizing about drinking G&T whilst watching peacocks roam across the lawn of their vast estate,...
Why we became a financial advisor
Sometimes the things you enjoy and the things you are talented at come together and you get the chance to turn your passions and skills into a career. That's our story of how we became a financial advisor.