FINANCIAL PLANNING FOR EXPATS
If you’re an expat living and working in the UAE and looking for help with your finances, you’ve found the right firm. We are a privately owned, independent firm of financial advisors, specialising in financial planning and investment. We help our clients to build, preserve and pass on their wealth over time.
ENJOY TODAY AND TOMORROW
You’re living and working in a low-tax, high-cost environment and you can’t really know how long for. We help people like you to balance today’s spending with your future financial requirements, helping you accumulate wealth and increase your options and your freedom at the same time.
We take time to understand you and your family – who you are, what makes you tick and what your goals and plans are. We are then able to create a portfolio of investments for you and help you manage your wealth on the way to achieving your goals.
SIMPLICITY IS SOPHISTICATION
We’ve refined our service proposition over many years, guided by the needs of people like you. The scope of our work together, depends entirely on the complexity of your circumstances.
Book a 30 minute discovery meeting
at our cost
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OR SIMPLY call us on +971 (0) 4 357 7575.
We spend all our time working with clients and keeping our knowledge up to date. Our advisers regularly capture their experience and share key insights in our blog. Free to you and hopefully useful.
Finding the right Financial Planner can be hard, especially for expats trying to navigate the international market and all the added complexities/dangers that accompany it.
Get 2023 off to a good start.
Take a look at our top 10 tips to help you get on top of your personal finances and make 2023 a financial success.
We get a lot of questions around this topic, and there is a lot of misinformation and unconscious bias around the subject.
But what is actually the best investment – property or stocks?
Here’s a sample of our most recent awards, many of which are repeat wins. Our biggest reward however, is that our clients stay with us over many years.
the power of financial planning
READ OUR GUIDE
Follow one of our clients as he navigates the highs and lows of expat life in Dubai, on his way to financial independence.