A leading provider of expat financial services and wealth management services across Asia.
Life’s biggest moments are often expensive. Going to university, buying a home, getting married and setting up a business all have high associated costs. You need to plan ahead for major events and here’s a five-step plan to show you how. Major events mean big expenses Life’s biggest moments tend to come with some…
An effective financial plan starts with goals. Once you’ve defined these, you need to align them with appropriate investment strategies. We take a look at the different investment options available to achieve your short, medium, and long-term goals. The importance of financial goals Financial goals are the foundation of any effective financial plan, providing…
Recent research shows a shocking rise in the pension pot needed for basic retirement and highlights the need for effective retirement planning. Is your retirement fund inflation-proof? The problem: rising costs are eroding the value of pension savings To say the cost of living crisis is playing havoc with pensions is an understatement. At…
In August, as part of our 2024 financial well-being challenge, we turn out attention to wealth protection, the foundation of any financial plan. Without it, any wealth you accumulate is extremely vulnerable. Here’s why you need to protect your life, health, and income and how to do it. The financial planning pyramid In case…
‘Do not save what is left after spending; instead, spend what is left after saving.’ How do you follow this advice from uber-investor, Warren Buffet? We’ve put together this A-Z list to show you exactly how. Why you should save before spending Prioritising saving over spending is crucial for achieving long-term financial stability and…
Group health insurance provides significant advantages for your business, but finding the right coverage for your employees at a competitive price can be challenging. We’re here to guide you through the process! Why provide group health insurance for your employees Whatever your business, in Asia’s competitive business landscape, your employees are your most valuable asset.…
With AI replacing white-collar jobs in numerous fields and the cost of a degree continuing to rise, is it still worth getting a degree? We consider the merits of university education, highlight some important considerations for potential undergraduates and give some tips on education fee planning. AI and the evolving job market According to Accenture,…
Are you a UK or Irish expat planning to send your children to university in the UK? Do you want to know how to minimise the risk of paying foreign fees? Join us, and Sam Goodwin, Head of Global Engagement, UK Study Options, for an informative and fun evening addressing this topic. UK Study Options…
Irish tax regulations differ for non-resident landlords depending on whether lets are long or short term. We give an overview of tax on short-term rentals in Ireland. Irish non-resident landlords and tax If you are an Irish non-resident landlord and you rent your property out to a tenant(s) on a permanent basis, your income…
24th July is International Self-Care Day. What does that have to do with financial planning? Well, a lot actually. Financial wellbeing and mental health are inextricably linked so improving your financial health will boost your overall wellbeing. Financial wellbeing and mental health The World Health Organisation places so much importance on self-care that it has…