Do you need a Expat financial planner or can you do it yourself?

This table is designed as a general guide to help you decide whether using a professional expat financial planner will add any value to you. Which answers most closely match your circumstances? If a number of your answers fall under the ‘Planner’ column, you may want to consider using my services.

 


What to look for in an adviser?

If you’ve decided to hire a financial planner (or perhaps you have used one in the past and want to ensure they still meet your needs), here are a few questions that you should ask and what the difference between Financial advice and financial planning is

Ten questions to ask a Financial Planner 

Financial Advice vs Financial Planning