When you are setting up home abroad, it is critical to have appropriate insurance in place for all family members.
Get ahead
Your expat life may be unscripted, but your finances deserve a plan
Moving overseas is the experience of a lifetime, and may be the best decision you have ever made. But it shouldn’t mean pressing pause on your future life and money goals.
Make the most of your time
(and money) overseas
It’s a balancing act – you want to enjoy your time and make memories, but also get ahead financially.
Without the right financial plan in place, you run the risk of having nothing to show for your expat years.
We can help you to take control of your finances so that you can feel confident that your money is working hard.
Feeling at sea?
You need advice you can trust while far from home
You waved goodbye to life at home, your family, friends… and also your trusted advisers! It can be hard to know who to trust in your new environment. The good news? We are experts in helping expats transition to life overseas. We are not only experienced and accredited to provide financial advice to expats, we also offer a friendly face and sympathetic ear – we’ve been there ourselves!
Help with all your money matters, so you can expat with ease!
We are guessing that your dream of life overseas didn’t include navigating a new banking system, figuring out currency rates, tax implications and health insurance.
Luckily, we are experienced in helping expats get set up and deal with all the little annoying details that sap your time and energy.
We are all about empowering you to understand your finances so you know you are getting somewhere while you enjoy your expat adventure.
Free Resources
We have some handy tools and guides that will help you take control of your money matters
Our free checklist will help you to better navigate the murky overseas financial waters so you can avoid common mistakes and get ahead during your expat adventure.
Want to know if you’re on track for retirement? Keen to see how much more you can save? Ready to start putting money aside for school fees? Play around with our free calculators.
Testimonials
Our Happy Clients
Sten Coppin
2023-05-22
Working with Andy has been a great experience for me as an expat new to the Philippines. I was unsure about the cost of living, expenses, and my family's savings potential, but Andy helped sort through all the data and we found the right amount to save and invest to maintain our desired standard of living later in life. Additionally, we worked out a life insurance plan that fits my family's needs. This has given us peace of mind for both the present and the future.
Victoria Nolasco
2023-05-20
I was first introduced to Andy some years ago when I was living full time in the Philippines. He was arranging my international health insurance. My husband had recently died and I’d used all my superannuation caring for him. It was a tough time. At the age of 60, I thought it was too late to re-invest for my retirement. Andy worked out a sum that we both agreed I could manage each month. That was over 4 years ago and I’m so glad I did it. Even with a downturn during covid, my investment barely dropped and now is back in the black. I now have a tidy nest egg and when it matures it will help me to have the ease in retirement I thought I’d lost. Andy has been there 100% of the way. Assisting promptly with any hiccups and even being there to advise when I needed a trip to hospital. I highly recommend him as an investment advice provider and as a very honest and helpful person.
Expat Resources
Our Blog
The lowdown on overseas health insurance
There are so many reasons why international health insurance is a must for expats…
Get sorted with our Expert Expat Money Guide
We wanted to give you some practical advice, so we have created an expat money checklist