Fee-based financial advice for expats
Edward Roebuck, Chartered MCSI
I help international expats invest their money and build wealth for retirement, so you can focus on living the life you want without worrying about the future.
- Do you know how much is “enough” to live the life you want?
- Is your wealth structured to support your lifestyle and combat inflation, not just generate growth or income?
- Will the people you care about will always be financially ok, no matter what?
If you’re looking for expat financial advice to secure your future today, I can help you answer the import questions about life and money.
Who we Help
Our Typical Clients
International Expats
Building Wealth for Retirement
In or Near Retirement
If you’re a globally mobile expat, we understand your unique needs when it comes to financial planning.
Investments both from your home country, and your new country, are unlikely to remain suitable as you move around the world.
We’ll help you find the right solutions tailored to your specific circumstances.
As an expat living overseas, you already know that very little happens automatically, to help you save for your future life.
It’s essential that you understand how much you need to invest today, to support your future.
Starting early and investing with confidence, can be the difference between a comfortable retirement, and working until you drop.
We work closely with you to create a comprehensive retirement plan that ensures your golden years are fulfilling and worry-free.
We’ll help you understand whether you’re financially on track for the long-term, and how to structure your wealth to support your lifestyle.
How We Help
Expat Financial Planning
We specialise in helping international expats. So we understand you’re often on the move, and you need flexible solutions for building wealth, that travel as easily as you do.
01
It starts with your life and ends with your investments, not the other way around.
Investments, pensions & savings are just the tools to build the life you want.
But your goals, dreams and aspirations should sit at the core of your investment strategy.
We’ll work out what the future you want is going to cost, and what you need to do to make it happen.
02
Next we’ll make sure your investments can build the future you want.
With thousands of investment platforms, pensions and insurance products…
A professional parter can help you identify what’s right for you.
We’ll help you understand how maximise your current arrangements, and if there’s better alternatives.
You’ll get a portfolio built to be the driving force behind your plans.
03
Then we’ll help you keep things on track.
Life will inevitably change, and your financial plan and portfolio should too.
Whenever you have a major financial decision to make, we’ll make sure you get the expert guidance you need.
A good financial planner is more than just an investment manager, we’re a thinking partner and a life planner.
answering the important questions
Are you retirement ready?
Are you approaching retirement and confused about whether you need to keep working, or if you already have enough?
Do you want to understand if you can afford step away from a busy high-paid job, and to slow down and focus on the things that really matter?
A personal financial plan, considering your wealth and the retirement you want, can give you the clarity you’re looking for.
More ways we can help you
Need a second opinion?
Most of us would seek a second opinion before undergoing a surgical procedure, your finances should be no different.
If your current portfolio isn’t behaving the way you expected, it might be a sign things aren’t in the right place.
Do you want to understand the growth you should expect from your portfolio, and if it can support you in retirement?
Get in touch to have it reviewed, at no cost to you.
