What an Expat Financial Advisor Can Do for You
In life, there are some responsibilities we cannot do on our own. Managing finances is one good example. Whilst some people can figure it out alone, but others have no choice but to seek someone for help. This is the time when you may need to turn to an expat financial advisor for consultations.
An expat is a person living in a nation outside their citizenship either for the time being or for life. An expat financial advisor is a professional offering financial management services to these individuals. Their goal is to give advice in line with the needs and objectives of their clients.
There are skilled enough to know the ins and out of banking and finance without any assistance. But still, these people need the counsel of others to help them minimise risks. This is where experts come into the picture. Below are three of the services they can provide to take you forward.
Portfolio Review – Financial consultation often begins with a portfolio review. Consult them about your assets and the latest performance of your investments, stocks, bonds and other transactions.
International bank account – Open an international bank account to handle foreign currency easier and faster. This will also give you a sense of security because you can do business with people in your preferred language.
Investment opportunities – Be in the loop with all the good options. It is better to have someone you can consult before you put your money to something. With the right advice, you can surely get a satisfying return on investment.
Estate planning – Estate planning is the process of putting in order the estate of a person for its management and distribution upon death. Putting attention to this can minimise income tax and avoid generation-skipping transfers.
Protect your money even if you are in a foreign country! Learn about how Pyrmont Wealth Management can help you keep your financial situation on track. Get in touch with their top expat financial advisor to know your options for the future. Visit the website of Pyrmont Wealth Management and work with them hand in hand to achieve your goals!