My Process

“All About You” is a tried and tested financial planning process for expats that results in a comprehensive retirement & investment plan.

All new clients begin by completing this process. 

Once your plan is complete, you will have the option to hire us to support you on an ongoing basis.

Build Your Path to a Financially Secure Retirement

Taking place over the course of two online or in-person meetings, your All About You Financial Plan will lay out a clear path to a financially secure retirement.

At the end of the process, you will have your very own financial plan, covering the following areas:

  • An impartial second opinion on any existing pensions and investments
  • Any gaps in your retirement plan that need immediate attention
  • A detailed plan of action to bridge these gaps and improve returns
  • A complete personal investment plan that matches your goals

After your All About You Financial Plan is complete, you have the option to continue working with us on an ongoing basis.

This ongoing service allows us to do all of the heavy lifting for you, including investment management, regular plan updates, implementation of tax planning strategies, and ongoing implementation and monitoring of your retirement plan.

Interested in learning more about our All About You Financial Plan?

Set up a free introductory phone call: