Financial Planning Issues for Expatriates

As an expatriate, planning your finances can be confusing and complicated, particularly if you live and work in several countries during your lifetime. Each and every country has its own set of rules and regulations so planning over the longer term needs careful attention and advice.

Some of the potential complication include:-

Retirement Planning

It can be difficult to know for how long you may be living and working in a foreign country, particularly if you have been posted abroad by your employer. It may be that during your working life that you take on several expatriate postings in several different countries or you may be retiring permanently to a foreign country with retirement entitlements and investments from back home.

At Unity Financial Partners, we can help you to plan your retirement in the most effective way by recommending solutions and ongoing assistance which are consistent with your own unique needs so please contact us today to find out how we can help.

You may also find it helpful to complete our online retirement analysis by clicking here

Building and Maintaining an Effective Investment Portfolio

We can help you build and maintain a focussed Investment portfolio which can take account of all of your investment needs including investments that you may have from either back home or from other countries you have lived and worked in.

We specialise in providing tax effective investment solutions which are portable and provide a high degree of flexibility. It may be that you are investing for growth or for income, possibly even both.

In many instances, we will work with an advisor from your home country as well as locally based advisors in the country where you are living to ensure seamless ongoing advice and servicing.

You may also find it helpful to complete our online financial review by clicking here or if you would like a quotation from us, please click here

Personal Insurance Needs

In many countries you may not have access to public health care or it may be that you and your family need the comfort of knowing that quick and effective care is on hand should you need it.

We can provide access to the best value International Private Healthcare coverage in almost every country worldwide so to find out more, please go to our online quote by clicking here

For longer term insurance needs such as life cover to protect your dependants, critical illness cover and income replacement cover, it may be that a locally based policy taken out in a foreign country is not suitable for your long term needs. In many instances, it may be best to look at an international policy which can cover you in a wide range of countries.

You also need to check if any cover you have in place from your home country is actually valid and will pay out if you or your family ever need to make a claim. Often this is overlooked and the consequences can be severe.

To find out more about our range of personal Insurances, please click here

Put us to the test and contact us today

You may find it helpful to complete our online Financial Review which you can go to by clicking on the link at the bottom of this page. This is designed to provide some simple feedback for you on the basic steps that you may wish to take so that you can begin to implement your Financial Plan without any cost or obligation.

We look forward to being of service so please feel free to let us help you by either clicking on the link to our Online Financial Review below or you can request a consultation by clicking here

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