Getting started is easy! Simply contact our team via phone or email, and we will schedule an initial consultation at your convenience. During the consultation, we will discuss your specific needs, goals, and any concerns you may have. Our team of internationally experienced financial advisors will conduct a thorough assessment of your current financial situation and provide personalized recommendations tailored to your unique circumstances.
To ensure a seamless onboarding process, please have the following information ready for our initial consultation:
Personal Information: Provide your full name, contact details, and preferred method of communication.
Background and Goals: Share information about your professional background, including your current and past roles, as well as your future career aspirations. Discuss your short-term and long-term financial goals, such as retirement age, desired lifestyle, likely country of residence on retirement and any major financial milestones you wish to achieve.
Financial Documents: Prepare relevant financial documents, such as bank statements, investment portfolios, retirement account statements, tax returns, and any other documentation that can help us gain a comprehensive understanding of your financial situation.
Tax and Legal Considerations: Inform us about your tax residency status, any international tax obligations, and legal considerations specific to your situation. This will enable us to provide accurate advice regarding tax planning and compliance.
Existing Financial Plans: If you already have existing financial plans, retirement accounts, or investments, share details about these arrangements. This will help us assess compatibility with your overall financial goals and determine if any adjustments or optimizations are necessary.
Timeframe and Availability: Let us know your preferred timeline for implementing financial strategies and your availability for future meetings or discussions. This will allow us to structure our services to meet your needs efficiently.
Rest assured that all information you provide will be treated with the utmost confidentiality and in compliance with relevant data protection regulations.