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Balancing professional expertise with personal financial management

As a partner in a Big Four firm working internationally, you've reached the apex of the accounting profession. Your position comes with substantial rewards, but also with a unique set of financial challenges that go beyond those faced by most expatriates or even other financial professionals.

Navigating restrictions, maximising opportunities

Your role comes with specific restrictions and considerations:

  1. Independence requirements: You may face limitations on personal investments to maintain audit independence.
  2. Insider knowledge considerations: You have access to sensitive financial information about global corporations.
  3. Cross-border tax complexities: You're navigating tax obligations in multiple jurisdictions, often with conflicting rules and reporting requirements.
  4. Frequent relocations: Your career might involve regular moves between countries, complicating long-term financial planning and asset allocation.
  5. Currency risk: Your earnings and investments may be spread across multiple currencies, adding an extra layer of complexity.
Wealth arc of a Big Four partner

There's a reason why globally connected accounting firm partners come to us for help. No-one understands the unique financial planning implications you face like we do. If you’re still managing things the way you did as a Senior Manager, your plan is likely incomplete. With some targeted efforts, you can address any gaps, significantly optimise your future wealth arc, and maximise the value of your professional accomplishments.

You've outgrown basic financial advice

Standard expatriate financial planning often falls short for someone in your position. 

Yet developing a carefully considered and thoughtful plan is vital at this exact stage of your career and life. You need financial life management - the comprehensive delivery of wise counsel, akin to a personal CFO to you, the CEO of your life.

Whatever stage you're at in your financial journey, our process has been designed to place you in a position of strength – where your financial affairs are aligned with your life goals; your tax implications are expertly addressed; your portfolio is built using Nobel prize-winning investment theory.

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Pursuing a better investment experience

 

Download this free guide and discover 10 principles that provide a systematic, time-proven way to reach your financial goals.

The one reliable route to the future you want

As a Big Four partner, you're likely asking: "How can I ensure my personal finances are as strategically managed and optimised as the businesses I advise, without sacrificing the time I need for my career and family?"

The right way to answer this question is to work with a caring professional who uses financial planning software to model your family’s net worth from now until the end of your life, accounting for all expected inflows, outflows, investment returns, and tax rates.

But before we crunch a single number, we listen - to what motivates you, what worries you, where you are now and where you want to be. Understanding who you are and what you want from life means we can build you a tailored, intelligent financial Life Strategy.

 

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Book a Discovery Call

Great financial life management is like an iceberg, with most of the real story happening below the surface. There are much deeper conversations to be had. AES advocates strongly for a well-planned, intentional, and flourishing future for all the accounting firm partners we serve. Book a no-obligation, no-commitment chat.

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