We will allocate your own personal investment advisor who will work with you to ensure all of your future financial planning requirements are structured effectively.
At the first meeting your personal investment adviser will work with you, discuss your life plans and your requirements fully to ensure your needs are completely clear.
Your advisor will then research the offshore marketplace on your behalf to find the solutions with the ‘best fit’ for you.
A detailed recommendation will be presented to you and fully discussed before any decisions are agreed upon. This is the first critical step in the development of a relationship which, over time, will help you achieve your financial goals.
Not sure of your needs or goals?
As a starting point we recommend you take advantage of our Free Financial Health Check.
We can then get a picture of your specific needs and goals. Each client is unique and our advice and solutions are tailored to your current situation, your goals and dreams. This background information and our vast experience working with international educators helps us find the most suitable solutions for you.
Consultation + Research + Advice + Action + Commitment = Total Financial Planning