Investment Platform

An investment platform enables you to place a wide selection of investment assets from many different fund houses into one consolidated portfolio.

Traditionally, to invest with multiple investment assets, you have to deal with each fund house separately. This means different application forms, separate payments, different client statements and multiple portfolio valuations were needed, which made the process more complex and time consuming. In addition, it was difficult to switch funds from one fund manager to another or between different investment assets seamlessly. This paper-based administrative process was highly inefficient and costly.

With a platform, portfolios can be constructed and managed in one place. Paper-based transaction errors are eliminated with electronic straight-through transactions. With one form, one payment and one statement, a platform simplifies the investment process with online administration and transaction, efficient operational infrastructure and powerful IT tools that result in enormous cost savings and efficiency.

 

INVESTING SHOULD BE PERSONAL TO YOU

You have unique goals and preferences, and this will be based on your circumstances that we have mapped out in your financial plan. The portfolio construction will based on these goals

You aren’t buying into one fund with us. You’re getting your own plan with an asset allocation strategy designed just for you. The portfolio will follow your plan.

INVESTING SHOULD BE COST-EFFECTIVE

Flexible deposit and withdrawal options. We know that life happens. You can withdraw some or all of your investments at any time in just a few clicks on the platform. No hidden fees, no lock-ins or penalties. All fees on dealings are displayed so there’s no nasty surprises.

 

INVEST WHEN YOU WANT

Transfer any investment amount into your portfolio whenever you’d like. You can also set up standing instructions. Or, do both. This will follow your financial plan, with golas based, interactive plan, when you add in more or less then we can update your plan and see what this means for the future.

INVESTING LIKE IT SHOULD BE PART OF YOUR FINANCIAL PLAN

Whether you want to retire in 20 years with $5 million, save for your children’s education, or simply build your wealth, we’ll build you a personalized financial plan and the investment portfolios will reflect this along with our investment philiosphy

Once the financial plan is in place and you need to make it happen you can set up a standing instruction to help you stick to your plan, or invest here and there. Will you do monthly transfers of $500 or $2,500? Or maybe start with a $100,000 one-time transfer?. It will be all based on your financial plan.

 
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WHY USE A PLATFORM?

The vast range of financial tools and planning strategies can seem bewildering at times. As your circumstances change, your financial goals and investment decisions will need to be regularly revised to make sure you are on the right track.

On the platform, we provide you with access to hundreds of unit trusts and ETFs from the best international fund managers in one convenient location.

By having your investments on a platform, you benefit from:

  • A wide range of unit trusts and ETFs, asset classes and investment strategies
  • Transparent fee structure
  • Award-winning technological tools to manage your investments efficiently
  • Up-to-date valuation of your investments in one place
  • Consolidated dealing and reporting
  • Free switching of unit trusts
  • Online access and execution of your investments
  • Efficient transaction processes that minimise market risks
  • Experienced and specialised research support
  • No lock-in or early surrender penalty

MULTI-CURRENCY ACCOUNT.

As an expat you have multiple currencies and you should access to different currencies to invest and save. The platform will provide this.

MAS-LICENSED

Meaning we meet the high capital, compliance, audit, and reporting requirements from MAS. With it, we can advise and manage funds with the protection in one of the worlds safest financial centers.

24/7 ACCESS TO YOUR INVESTMENTS

Open an account with Expat Financial Planning and not only will you have full control and fee transparency with your savings and investments, you’ll also get great expat financial planning advice through our goal based interactive software. Access anywhere and get back in control of your investments and savings.

CONTROL YOUR INVESTMENTS

Today we want more control and transparency regarding our finances, at Expat Financial Planning we give you both. The platforms show where your investments are held and the financial plan shows what this means to you. See at a glance how your savings and investments are performing. Complete Control.

TRACK PERFORMANCE

Your investments need to have transparency and what better way to be transparent by showing your savings and investments are performing,

 

Learn how you can open a platform today