Tired of The Same Old Options?
Nobody Seems to Stand Out!
Does Anything Really Change?
Advisers Worldwide
A Fresh Approach For Expats

are big commissions wrecking your financial future?

Offshore Life Companies aren’t known for driving change. They’ve been peddling the same expensive products to expats for decades. Inflexible, commission heavy, opaque savings plans and investments.

Financial regulation is at different stages around the globe meaning a lack of consistency in the advice an expat receives.

Also expat communities are rarely a priority for a domestic regulator. Solutions designed for the local marketplace lack the portability that most expats need.

The result, big commissions and fees crush your future

we want change!

Flexibility

Portability

Security

Transparency

Value

Tax Efficient

We’ve set out to provide real alternatives for expats.

Financial solutions that are portable, transparent, secure and provide real value for expats around the world.

Savings and investments that have all the offshore benefits an expat wants. Tax efficiency, investor protection, confidentiality and complete flexibility. No surrender penalties, upfront commissions, minimum contribution periods or lock-ins.

Model portfolios for expats who want to take charge of their own financial destiny and just need a helping hand.

Consolidated valuation services for the investments that you might have accumulated on your travels and the ones you add in the future.

Flexible protection solutions in the form of life and health insurance. International policies for international people capable of adjusting as your circumstances change.

Discover Hallmark

The flexible investment account designed for expatriates & international investors
Premier Investing

Services

Investment

Flexible investment solutions for regular savings, lump-sum or a combination of both.

Professionally managed portfolios to suite any investment ideology in  major currencies.

Model portfolios for investors who want to take control and just want some guidance.

If you need help we’ve got what you want.

Protection

Essential to financial planning though all too often neglected. Life and health insurance are cornerstones of any financial plan.

Expats don’t have access benefit system so protection even more important. is extremely important.

Portability is a must for any expat so only international solutions will do.

Support Services

Valuation services that provide online access to your offshore policies all in one place.

Whether you’re looking for some investment advice or not we can provide consolidated valuations.

You may not be looking for anything new just some help with what you already have.

We can help!

Information

As an expat, changes in legislation can still have a big financial impact now and in the future.

A new policy or government in another country can effect the global economy.  

We aim to keep you up to date in a practical and understandable format. 

Regular blog posts and downloadable e-guides are available.  

Your financial freedom

Individual Expats

If you’re heading off to live and work overseas for the first time and want some advice we’re here. We’ll help you focus on what’s important and cut through the static.

You may be a seasoned expat already with a plan in place already and want to know that you’re on the right track. Or you may have a specific issue that you need some guidance on.

Whether it is investment, protection or just advice then we can help. 

Corporate Expats

We also help our corporate clients provide benefits packages for their expatriate staff whether they’re in a single location or spread across the globe.

We can provide a full corporate benefits package or deal with individual components.

If you’re looking for international health insurance, life cover or a pension scheme we can provide flexible solutions that adapt to changes in your organisation.

We'll help you achieve financial freedom

We're Passionate

We love what we do and we’re committed to changing the quality of offshore financial advice that is available to expats. There has never been a better time for this as technology improves awareness and at the same time brings us all closer together. Combine this with the current innovation in the financial products and we are excited about what the future holds for expats and their finances.

 
 

We'll Save You Money

It’s often said that you have to pay for flexibility, well not with us. We provide great value to our clients and all of the solutions that we offer are transparent and easy to understand. No nasty surprises or surrender penalties our charges are based on what you invest and not what you should have invested. On our investment solutions we actually rebate any trail commissions back to you as standard.

 
 

We'll Give You Global Solutions

We love what we do and we’re committed to changing the quality of offshore financial advice that is available to expats. There has never been a better time for this as technology improves awareness and at the same time brings us all closer together. Combine this with the current innovation in the financial products and we are excited about what the future holds for expats and their finances.

 
 
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