Listen to clients; and understand their goals and needs. With these insights we can then create the path to FINANCIAL FREEDOM; in hard currency; through passive/annuity income, maximising tax deductions on income and through estate planning enabling generational wealth.
Knowing that clients living in emerging countries face added financial and personal safety challenges; solutions employed must take this into account. Often our clients require the option to relocate or retire to another country. Whether for business or personal reasons. Many wish to be global citizens for business and travel.
Diversification across countries, asset classes and currencies are a necessity in this complex world. No one country or investing in one country provides peace of mind. It is a shifting and evolving environment. Many of our solutions are in hard currencies.