Your financial life, well planned. 

Data suggests that most people living in the UAE do not have sufficient savings in place to fund their retirement due to a lack of understanding, too much choice or in absence of good advice. To add to the problem, living costs in the UAE are constantly on the rise so it’s becoming more and more difficult to save. There is also a very low penetration of expats in the UAE that do not have insurance, which can be detrimental to yours and the lives of the people that depend on you. 

For expats in the UAE to build a strong financial future, you need to start with solid foundations. Protecting you and your family’s wellbeing through insurance and emergency savings is the foundation; investing is then considered and finally tax and estate planning. 

We adopt a holistic approach to financial planning, which means we try to understand your short and long term financial needs and then identify where you may need support and advice. Everyone has different financial planning needs depending on what stage of life you are at and what life events, such as getting married, you have gone or are going through.

What you can expect when becoming our client:

Initial meeting

Here we work with you to understand your short to long term financial needs, which will identify what support and advice you may require.

Defining your goals

After we agree on the level of service, we’ll then assess your current financial circumstances, establish your goals and then work out ways to achieve them.

Research and analysis

We will carry out a full analysis of your situation and conduct in-depth research to find the best possible solutions for you. This can involve looking at your liabilities, insurances, pensions, savings, investments and tax.

Financial plan and recommendations

Following our detailed analysis, we will provide a comprehensive plan tailored specifically to you, outlining the current state of your finances, your financial goals and the benefits and tax implications of your plan.

Monitor and review

Your financial objectives may change over time due to changes in your circumstances or lifestyle. We will continue to monitor your portfolio and revisit the advice process, if required. We will agree with you the frequency of regular reviews, at times which suit you best. Your financial plan is important, so we want to make sure that it stays on track to achieve your goals.

If you’re looking for professional financial planning in Dubai or Abu Dhabi, we’re here to help. We take the guesswork out of managing your money by helping you envision the future so that you can plan for it. Book a meeting today.