Not everyone needs a
Financial Advisor
Many of the expats that we meet, a Wealth Coach has been a better fit for them.
Do not save what is left after spending, but spend what is left after saving
Warren Buffet
Chairman & CEO
Berkshire Hathaway
What is a
Wealth Coach?
Imagine having someone who not only helps you grow your wealth but also transforms how you think about and live your life.
A wealth coach goes beyond traditional financial planning, offering a holistic approach that weaves together your finances with your broader life goals and personal growth.
We dive into the mindset and emotional aspects of wealth, helping you align your financial strategies with your long-term vision and fostering habits that support your overall well-being.
With a focus on education and empowerment, a wealth coach provides not just financial guidance but also life coaching and career advice, building a relationship that enhances your entire life, not just your bank account.
Where do I need help?
03
Wealth
Optimisation
For those ready to maximise their wealth and secure their financial future. This advanced tier offers in-depth strategies for tax optimisation, retirement planning, and legacy planning.
You’ll receive expert guidance on creating and managing trusts and developing comprehensive estate plans. With a focus on personalised wealth management, we ensure you have the tools and knowledge to optimise your wealth, protect your assets, and achieve long-term financial goals.
02
Growth &
Management
This takes your financial knowledge to the next level by focusing on asset development and management. We cover investment education, and financial planning for major life events such as buying a home or starting a family.
You’ll also learn advanced techniques to enhance your credit score and manage your investments wisely. Through this program, you’ll be equipped to grow your financial assets and manage your finances with confidence and skill.
01
Financial Foundations
Designed to help you build a strong and secure financial base. We focus on essential money management skills, including effective budgeting techniques, debt reduction strategies, establishing a robust emergency fund, and understanding your financial statements.
You’ll learn how to set realistic and achievable financial goals, and gain tools to track your progress. With personalised coaching, you’ll develop a solid foundation that will set the stage for your future financial success.