We partner with an international provider of independent personal and corporate Financial planning solutions. Based out of Kuala Lumpur, Malaysia, they provide global access to a bespoke range of offshore wealth creation opportunities that meet the needs and aspirations of the expatriate and international investor.


Financial Planning



Regular savings serve as the foundation for future financial security, assuring you that your money is working to create the future you want financially.

There is never a bad time to start saving money for a known future
expenditure like a child’s education, a mortgage, retirement, or even a new car.


Financial security and peace of mind are the objectives for so many individuals out there. We know that achieving these is also challenging.

To meet your aspirational financial goals, there are several decisions you will have to make. Deciding what product to use, which investment options to choose and who should manage these assets are critical and often complex decisions.

As each individuals needs are different, having a discussion with one of our team can help you decide the best course of action most suitable to your situation and circumstance.

Life Insurance

You might not be insured when working and living abroad because many domestic insurance policies are insufficient and do not cover you if you have been an expatriate for more than 90 days.

We work with several worldwide insurers who can provide new portable global life insurance that you can carry with you wherever you go.

Having international life insurance assures you that your loved ones will be taken care of in the event of the unexpected.


International health insurance is a necessity for all expats since it ensures that you and your family will always have access to the best medical treatment, no matter where you are in the world.

The comfort that an insurer would cover the costs if you found yourself in a sticky situation seems like a small price to pay for a monthly insurance premium.

We provide a variety of comprehensive plans from well-known international insurers.


We provide our clients with more control over their retirement through our pension advice and education. We offer a wide range of retirement planning options from the leading product providers in the industry.

Early planning can provide you with the freedom to retire when you want to, rather than when you have to.

(incl. Wills &

Nobody wants to think about death in the prime of life. But it is important to decide what will happen to your assets when you die, who will look after your children if they are still young, and how will your estate be distributed.

Anyone who wants to avoid the intricate legal and tax issues that arise in unprepared estates must create a comprehensive estate plan. Setting up a will can ensure your desires are met even after you are gone.

We work with several offshore banks, providing our clients with a wide range of banking options in a variety of global currencies and the ability to make international transfers with ease.

Offerings range from instant access (ATM – debit card) accounts to fixed-term products that allow access in the medium-term

Employee Benefit Schemes

How can we help you?

Contact us to submit a business inquiry online.

How can we help you?

Contact us to submit a business inquiry online.


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