Our services

Investments for Expats
Are you interested in investing your money but don’t know where to start? Take advantage of global investment opportunities with a peronalised stratgey. We specialise in advising international investors, and our team of experienced financial advisers can help you.

Retirement Planning for Expats
A big issue for expats is retirement. We provide many kinds of retirement planning options that are flexible and portable, no matter how many times you relocate. Start planning today to secure a comfortable and financially independent retirement.

Health Insurance for Expats
Have peace of mind with tailored expat health insurance. Make sure you get comprehensive international health insurance to secure you, and your family, access to the best quality medical care, come what may in life.
Financial planning with global expertise..
As a leading financial adviser for expats, we understand the unique challenges you face. Our global expertise in wealth management and our bespoke financial planning services are designed to cater to your individual circumstances. Our fully qualified financial advisers work closely with you, to develop and implement a personalised financial plan to help achieve all of your goals in life.
Wealth Management for financial freedom..
At the heart of effective wealth management lies a robust financial plan. Our financial planning service provides a roadmap for achieving your financial goals, whether they involve buying a home, funding education, planning for retirement, or leaving a legacy. We specialise in comprehensive financial planning tailored to individuals, families, and businesses.

Why work with us?
With over 15 years experience in financial planning and with a team of fully qualified financial advisers helping over 3000 clients globally, you can be assured to get the best financial advice from us.

Asset management
9AM™ is our nine-step asset management approach to making your money grow