Welcome to
Expat Financial Planning
Cross-Border Fee-based Financial Planner
I provide unbiased, fee-based financial planning, advice and wealth management for international and cross-border clients. Having been in financial planning since leaving university and being an expat for the last 21 years, I'm very well positioned to see what experiences and challenges cross-border clients have regarding financial planning whilst they are outside their home country. I have financial planning qualifications in three countries: the United Kingdom, Australia and Singapore. Providing holistic financial planning services is extremely important to me. The long-term relationship with my clients can spread across the globe, and I have many clients now based in all parts of the world. The services I provide are needs-based analysis in order to establish a comprehensive understanding of your past and present financial situation. It is based on the internationally renowned Certified Financial Planning certificate.