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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 offshore 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.

Offshore Investment

Flexibility

Portability

Security

Transparency

Value

Tax Efficient

Are you an expat looking for real financial alternatives that work for you and your family? More expats want financial solutions that are portable, transparent, secure and provide value.

Offshore investment and savings have benefits an expat wants:

  • Tax efficiency,
  • Investor protection,
  • Confidentiality,
  • Complete portability. 

These are all important benefits, though normally, they come with big commissions, high fees, inflexibility and surrender penalties. You don’t have to accept this anymore.

You already know that life as an expat can have it’s share of uncertainty. So make sure your finances are adaptable.

Look for offshore investment that’s clean, transparent and flexible. No surrender penalties, upfront commissions, minimum contribution periods or lock-ins.

If it’s time for a change with your offshore investment then we can help.

Discover Hallmark

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

Insurance for expats

Protection

If you’re talking about investment then you should also be discussing protection. Insurance for expats is important and getting it wrong can devastate your family. When you’re an expat protection gets more complex.
 
With expat life insurance or international health insurance having the right policy is essential. Also making sure that you structure them right will make an enrmous difference.
 
Is your adviser isn’t talking to you about protection then the should. If you want to discuss insurance for expats then click on the link.

International Life, Disability & Critical Illness Insurance

Insurance for Expats & Non-Doms

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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