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…

Retirement planning: Is your dream retirement destination financially sustainable?

Whether you want to stay in Asia when you retire, move back home or go somewhere else entirely, you need to plan ahead and consider all the financial implications to adequately evaluate the sustainability of your choice. Robin Copley offers some insights to consider, as well as a cautionary tale! Relocating in retirement Expats are…

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Financial planning: how to keep your New Year resolutions beyond Quitters Day

So, you’re heading into 2025 with some admirable financial resolutions. But will you last beyond Quitters Day? We look at how to establish lasting habits to stay the distance throughout the year. The most common financial resolutions New Year is a great time to set some financial resolutions to improve your financial situation in 2025.…

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Financial wellbeing challenge: start anytime and transform your finances in 12 months

The importance of financial well-being cannot be overestimated. Financial stress impacts every aspect of our lives, negatively affecting our overall health. Taking the time to create and maintain a comprehensive financial plan is a valuable investment in yourself which will pay dividends over the long term. This challenge talks you through the process step-by-step. The…

Financial wellbeing challenge: Don’t go it alone – 10 reasons you should work with a professional financial adviser

Financial planning can be complicated, especially when cross-border considerations come into play. Navigating these challenges is one reason to work with a financial adviser but there are numerous other benefits. We highlight 10 advantages of working with a financial adviser to put together a comprehensive financial plan. As we come to the end of 2024,…

Medical insurance: Why are my health insurance premiums going up?

Unfortunately, it’s a universal truth that medical insurance premiums are rising. We examine the reasons behind the trend and look at how you can reduce the cost of medical insurance if you really need to.   Medical insurance premiums are rising Unfortunately, it’s a common question for clients at the moment. Medical insurance premiums are…