retirement & college fees planning
accumulating & managing your wealth
property financing advice
increase the potential for higher investment returns
wills & certification
accumulating & managing your wealth
property financing advice
increase the potential for higher investment returns
wills & certification
Accumulating & Managing WealthInvestors should retain at least 3-6 months' earnings in cash for short-term needs, but surplus income could be invested to accumulate wealth for the future. Investing on a regular basis can reduce the risk of market timing and this can have positive effects on your portfolio in later years if you continue to invest in market troughs and remain invested until the financial markets fully recover.
If you have already saved a lump sum in the bank, your objective will most likely be to manage your accumulated wealth more effectively. Leaving money in the bank will erode your purchasing power as inflation takes hold. We evaluate your risk tolerance, currency preferences, and investment time frame to shape a bespoke portfolio to match your specific needs, whether that is for capital growth, income or both. 
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Retirement Planning & College Fees FundingWe all dream of retiring young with financial freedom but often, people start planning too late. Delaying your retirement planning beyond your 30's can have catastrophic consequences on your retirement pot. Indeed a delay of only 5 years may mean that you need to save twice as much to achieve the same outcome at retirement. It is simple, the earlier you start planning, the earlier you will retire. It is never too early to start retirement planning!
College fees planning is a similar theory. You know when you will need the capital so if you start saving when your child is born, the cheaper it will be. Wait until your child is 5 years older and you may have to save twice as much. Add to that the continually rising costs of higher education especially for international students, and the need to start saving early is crucial. 
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Property Purchase & Mortgage FinancingMany people purchase property, be that to live in or as an investment. However it is not an easy process and there are many factors to consider when buying property.
We provide a bridge between you and a lender, giving you tips on how best to succeed with your loan application. We understand a lender's requirements and how these relate to foreigners. We simplify the process and help you increase your chances of getting a mortgage at a good interest rate. Don't make expensive mistakes, lean on our experience and contact us for advice. We may be able to help those in long-term secure employment and Permanent Resident Visa holders. For investors seeking buy-to-let property in the UK, we can refer you to specialists there to help you find a competitive mortgage. 
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Contact us today for a free, no-obligation consultation.
Financial investments bear risk and their values may fall as well as rise. Past performance is no guarantee to future returns and you may not get back the amount you invested. If you seek to invest in risk-based assets, you should adopt a long-term horizon of 5-10 years or more.
Enhancing Investment Returns
Everyone is keen to maximize their investment returns but that may mean having to adopt a higher risk strategy. For more adventurous investors, we can employ an automated 'robo-type' fund tracking system to help our clients make more informed investment decisions.
The automated system pays no regard to market sentiment and other factors, it simply identifies top performing assets on an investment platform. It subsequently indicates when the performance of one asset is surpassed by another, at which point the client is alerted. Without knowing the top performers, investors may not be maximizing growth potential and this is where our system might add significant value to your investment decisions.
If you have an account with one of the leading overseas-based platform providers, get in touch to find out if this suitable for you.
The automated system pays no regard to market sentiment and other factors, it simply identifies top performing assets on an investment platform. It subsequently indicates when the performance of one asset is surpassed by another, at which point the client is alerted. Without knowing the top performers, investors may not be maximizing growth potential and this is where our system might add significant value to your investment decisions.
If you have an account with one of the leading overseas-based platform providers, get in touch to find out if this suitable for you.
Financial investments bear risk and their values may fall as well as rise. Past performance is no guarantee to future returns and you may not get back the amount you invested. You should not invest in risk-based assets unless you have a long-term horizon of 5-10 years or more.
Ancillary Services
If only for peace of mind, people should probably write a Will especially if assets are held in various jurisdictions. Your written wishes can save significant expense for loved ones and expedite the release of your estate. We can introduce legal professionals who offer a Will-drafting service.
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Enquire by emailing us: [email protected]
