“Save for a rainy day” was surely good advice received by most of
us early in our working lives. As we set out on our individual career paths,
just how many of us were either sensible enough or disciplined enough to take
note of this adage is another matter! In the regular premium savings section
of our website we highlight two of the reasons why, if you failed to take note
then, you should delay no longer and consider a disciplined Regular Savings
Program.
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As expatriates resident here in South
East Asia, many of us will have little choice than to send
our children to a private
fee paying school. Even if we
are amongst those whose company pays for Education Fees at junior
and high school
level, invariably the cost of tertiary, college or university study
will not be included in a standard ‘expatriate package’. Unlike inflation
in recent years, the fees charged by international schools and colleges show
no signs of slowing. As prices rise, year on year, saving at the earliest opportunity
for the best possible education for your children has become a necessity. More>>>
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Building a capital reservoir to allow
financial security in their retirement years is important
to many of our clients.
This is a long term commitment
to save a proportion of disposable income each month, or annually.
The benefit of a comfortable lifestyle when we choose ‘to give up the 9-5’ is an
ideal worth working hard for and a desire most of us share. However, “The
cost of delay” means the longer you wait to fund your pension plan, the
more you will have to put aside in the latter years of your working life. Whatever
your current age and your ideal retirement date, we can help you identify the
level of saving required and use simple language to explain the plans and the
underlying investment options. More>>>
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We also include a separate section
on Single Premium Investing for clients with a minimum
25,000USD or equivalent cash lump
sum available to invest
over a medium
to long term period, including the key features of some of
the best ‘portfolio’ investment
products available in the offshore market. More>>>
For visitors who wish further information and advice, we
are able to offer follow up consultations by e-mail or
face to face with
one of our
advisors
who can make
a personalized analysis and recommendation based on your
individual circumstances. Contact Us.
Also available in this section
Financial Planning
FAQ’s answers to questions specific
to the investment plans and the companies we deal with.
An A-Z of
Investment a useful glossary of terms used in
the investment industry and equity markets.
Within a Secure Log-in Area, our existing clients can
link to daily fund prices, view performance graphs
of their
existing investment
plans and
download further
information and up to date commentary from the fund
managers.
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