Financial Planning Process

Whether you are new to investing or have significant experience, our service is designed to ensure that financial planning for expatriates in Japan is clear and easy to understand.

We take time to understand your current situation, listen to your aspirations, quantify your attitude to investment risk, and tailor solutions for your needs. Our clients know that we are available to discuss their portfolio, provide regular updates, and answer any questions. With online capability, our clients can track the progress of their investments and obtain additional data to assess performance and make more informed decisions.

Research & Advisory Report

After our initial meeting, we review the information collated to identify shortfalls in your financial planning strategy. We provide you with a clear and concise advisory report which acts as the agenda for a second meeting to discuss the details and answer all your questions to allow you to come to a clear and informed decision.   

Ongoing Service & Regular Reviews

Once you have decided on your investment vehicle, we act as your investment adviser. Our motivation is in building successful, mutually beneficial long-term client relationships. We commit to maintaining regular contact with clients and frequently review portfolios. Our fees are lnked to the success of our clients' portfolios meaning that all parties are aligned by the same goals.