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Financial Planning

At a certain stage in life you will start realising that for certain important chapters in your life you need to get money available.

Invoices for school fees, buying a house, buying an expensive car, early retirement are some examples to take seriously into consideration. But as you can imagine it is almost impossible to save the required amount of money in a few months, most clients will definitely need some more time for this.

International financial planning is the right choice for expats; together with our consultants you can develop a plan to achieve your main (financial) goals in the short, medium and longer term.

For every single financial chapter there will be a solution available. Here are just a few examples;

•  School fees invoice(s)- you can select specific school fees plans

•  Buying a house- after buying a mortgage you need to take care of the repayment (or sell the house in the meantime !!). These savings can be either done on,- and offshore basis

•  (Early) Retirement - regular savings, (bond) portfolio’s, local pension schemes or private annuity vehicles

•  Severance pay -  after this (poor ) experience you want to know the possibilities and tax implications when the money is transferred in your account

Financial planning will also be focused on three other very important possible events in your life; what happens in case of disability , death (before and after retirement) and unemployment? A thorough investigation is needed to get the required information and will ensure the quality from our joint financial plan.   

If you are interested in financial planning, please feel welcome to contact us.