Retirement planning ofr expats

Retirement planning: six major pitfalls expats should avoid

If you get your planning right, you’ll enjoy a retirement characterised by freedom of choice, financial security, and the opportunity to live life on your own terms. However, for expats, retirement planning comes with unique challenges that can derail even the most well-intentioned plans. Robin Copley highlights six retirement planning pitfalls to avoid.   The…

Life insurance: How to work out how much you need to protect your family

Financial planning has two main pillars: wealth creation and protection. Life insurance is a key element of any wealth protection plan but how do you work out how much you need? Why do I need life insurance? Do you know all that wealth you are busy creating with your investments? Do you know how quickly…

Medical insurance for expats: Are you making these two common mistakes?

With over 20 years of experience providing financial services to expatriates in Asia, we’ve seen firsthand how unexpected health events can derail even the most carefully planned future. Few things are more devastating than watching a lifetime of savings disappear at lightning speed. That’s why protecting your wealth with a medical insurance policy suited to…

Financial planning on Valentine’s Day: Love is… protecting your partner financially

Financial planning on Valentine’s Day: Love is… protecting your partner financially

Flowers and candlelit dinners are romantic, but true love is not all about showy gestures. This Valentine’s Day, demonstrate just how much your partner means to you by giving them the ultimate gift – financial security. Ensuring their future is protected, no matter what life brings, is a lasting expression of love that goes far…

5 steps in financial planning

Financial planning: Infinity’s 5-step process for a stress-free future

Feeling unsure about where to start with financial planning? You’re not alone. At Infinity, we follow a clear, structured 5-step process designed to make financial planning simple and stress-free. This guide will walk you through what to expect at each stage and how working with a professional can help you make informed decisions with confidence—so…

investment management

Investment management: How to diversify your portfolio and achieve long-term capital growth

It’s universally acknowledged that diversification is key to investment management success but what does it mean and how can you achieve it? We offer some practical suggestions for diversifying across and within different asset classes.   Diversification is key to investment success Financial advisers and investment managers may differ in their approaches to managing investment…

Education Fee planning

Education fee planning: UCAS is done, now how will you fund your child’s university education?

Last year the UK government officially announced a rise in minimum tuition fees for universities in the UK. As the UCAS deadline for university applications in the UK closes this week, many parents are panicking about how they are going to fund their child’s university education. Are you prepared?   How will I fund my…