Services

Transparency and accountability form the bedrocks of my business - Everything I do is based on ethical business principles that underwrite my commitment to providing the highest quality of advice and guidance to my clients.

Independence:  I offer impartial and objective recommendations that suit each client’s specific needs.

Responsiveness:  I respond to my clients’ needs speedily, accurately and carefully.

Flexibility:  I work closely with my clients and always strive to fulfil their exact expectations, and constantly explore new ways to enhance the benefits my services create for them.

Expertise:  I maintain an extensive knowledge of the offshore markets, and offer my clients access to the most innovative and effective solutions.

Global Reach:  Whilst many of my clients relocate on a regular basis with their work, we maintain regular on-going contact, ensuring that together, we get the very best from their financial plans.

My main services are listed below, but please feel free to contact me should your requirements include something not listed here - I may be able to help you.

Banking

Offshore banks can offer flexibility of global access, current and deposit accounts, debit & credit cards, on-line and telephone banking. Cost-effective currency exchange, domestic and commercial mortgages are also available.

Insurance

Health (medical) insurance, life insurance and critical illness cover is available for individuals and families.

Also, the Strategic Expat's licensed Thailand Insurance Broker is able to offer competitive insurance cover for cars, motorcycles and heavy goods vehicles, as well as home or business buildings and contents cover - Please contact me for further details.

Savings & Investment Plans

Saving plans for future large purchases, children’s education fees. Retirement planning using regular savings plans, mutual funds, ETF strategies, deposits and bank structured notes.

Retirement Planning

Structuring of effective pension plans and targeted investment planning to provide retirement income.

Estate Planning

The effective use of trusts (and other approved strategies) to help minimise tax liabilities, ensure asset distribution according the client’s wishes, reduce inheritance tax costs and delay of probate.

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