Expats Guide To Financial Matters
Expert Financial Planning with Ethical Conviction.
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​​Start your Future Today.
The way you manage your money now will have a considerable impact on your future. The importance of financial planning is what drove me to start the group (Expats Guide To Financial Matters) in order to help educate people on the whole process of financial matters, and how simple it really is.
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Financial planning is about creating financial freedom.
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Investing in self-care, such as your physical and mental well-being, is of course important, and just like the importance of your health, one cannot ignore the significance of your financial wellness.
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Make financial matters your priority.
Services
Helping you reach financial freedom.
I'm here to help you navigate your financial life with a personal touch. Whether you're looking for peace of mind with protection for what matters most, planning for your children's future through education planning, or building a secure path toward retirement, I'm here to guide you. I can also help you explore opportunities through platform investing and provide options for stable growth with fixed income investments. Let's work together to build a financial future that feels right for you.
Experience
With over 25 years of experience in financial services, including a strong foundation in banking in the City of London, I've dedicated the last two decades to providing independent, client-focused financial planning for expatriates around the globe. My approach is built on the belief that your financial well-being comes first, directly addressing the common issue of high commission-based advisors who prioritize their own pockets. My mission is to ensure you receive unbiased advice and the right solutions that genuinely serve your unique goals, helping you avoid pitfalls and build a truly secure future. I simplify complex financial concepts, empowering you to make informed decisions, from establishing crucial protections like Wills and life insurance to creating effective investment strategies tailored just for you.
About Me
Beyond Finance
Beyond my financial services, I am deeply committed to animal welfare through a dog sanctuary I've established in the Philippines. This sanctuary provides a loving haven for rescued dogs, giving them a second chance at life. My efforts extend further, as I also fund and coordinate the rescue and rehoming of dogs to find their forever homes in Europe. This passion for helping vulnerable animals reflects my broader commitment to making a positive impact, just as I strive to secure a positive financial future for my clients.