The Process of Expat Financial Planning

This could be putting appropriate Wills in place to protect your family or thinking about how your family will manage without your income should you fall ill or die prematurely, spending money differently, but it involves thinking about all of these things together i.e. your 'financial plan'. This is even more complicated if you have to add in multi-currency and different countries.

Initial Meeting

It starts with a meeting. A face to face meeting is preferred but we can do a video conference or over email or just a telephone call. At this meeting, we talk to you and about your finances, take some basic details and set some future goals.

The Advice and Design

We will develop and design a tailored financial plan to your specific needs and goals and the level of advice you want. This takes around a week. The one size fits all does not suit everyone as financial planning should be tailored to you.

Agreement and Revision

After the 1-2-week period, we’ll meet or call again. This time we’ll show you all our thoughts on your finances and explain the reasons behind any recommendations we make. We will then adjust and revise after your inputs to make it as perfect as possible.


If you decide to proceed with our advice, we’ll do all the hard work for you and implement your plan.

Maintain and Monitor

Proper expat financial planning is not a one stop shop. It requires constant attention to ensure that you can achieve your life goals. This means that you will need regular reviews of your situation to ensure everything is just on track

Further Reading