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To start, I'll share some of our financial life management and investment beliefs, in the form of 10 visuals.

As the Middle East’s only certified fiduciaries (unconflicted financial guides), Chartered and fee-only firm providing comprehensive advice to individuals, families and businesses, AES is here to start a revolution in the way you think, feel and experience the future.

We do this by challenging convention, creating deep transformation and helping you make smart decisions. This is why we’re the go-to counsel for the smartest and most successful professionals who seek a wise and trusted guide to unlock new possibilities and get better results.

I started life in the Household Cavalry Regiment and initially set up AES to advise companies and individuals within high-risk locations around the world. Over time, I discovered the wider 'traditional financial services industry' was sadly more akin to the 'Galactic Republic' in Star Wars and not the 'Jedi' profession to which I'd aspire!

My vocation is to challenge this status quo and to encourage professionals to think, act and decide differently.

I draw from several decades of experience and over 50,000 hours in the trenches, and I'm yet to meet a person who couldn't optimise and improve their financial position, or who told me they'd wished they'd waited longer before sorting these types of matters out.

But, even with all my experience, I've still only touched the tip of the iceberg on the reliable subject matter available. I've read hundreds of books on wealth, investing and the psychology of money, attended countless webinars, conferences and events, and worked with hundreds of experts. Proponents of the Dunning-Kruger effect will know this means I understand and accept there's still A LOT I don't yet know. But this doesn’t stop me using the wisdom of experience to create, collate and share as much useful content as I can.

Sam, I’ll have to keep this one in my files. This is one of the best views or opinions on why so many people are fooled by their brokerage.

I’ve been a reader of Andrew Hallam for at least 10 years and I enjoy reading your emails.

I really enjoy reading your follow up emails and find the approach really inspiring, well done!

Great article. Thank you for sharing.

Thank you for this great email. Such a great reminder of the principles of long term planning. I shared it with my 3 daughters to educate them on the fundamentals of wealth creation.

I find your emails really useful and interesting.

I've been receiving your newsletters for quite some time now and have appreciated your insight and knowledge regarding financial well being.

I follow you (thanks to Andrew Hallam), I read your newsletters and enjoy the themes you explore and the morals of the stories.

The information in this material is intended for the recipient’s background information and use only. It is provided in good faith and without any warranty or, representation as to accuracy or completeness. Information and opinions presented in this material have been obtained or derived from sources believed by AES to be reliable and AES has reasonable grounds to believe that all factual information herein is true as at the date of issue. It does not constitute investment advice, recommendation, or an offer of any services or products for sale and is not intended to provide a sufficient basis on which to make an investment decision. It is the responsibility of any persons wishing to make a purchase to inform themselves of and observe all applicable laws and regulations. Unauthorised reproduction or transmitting of this material is strictly prohibited. AES accepts no responsibility for loss arising from the use of the information contained herein.

‘AES’ refers to the AES Group’s separate but affiliated entities generally, rather than to one particular entity. These entities are AES Middle East Insurance Broker LLC registered with the UAE Ministry of Economy, United Arab Emirates, Licence no. 571368, and Commercial Registration no. 75162 and regulated by the UAE Central Bank license no. 189; AES Financial Services Limited, incorporated and registered in England and Wales with company number 06063185, authorised and regulated by the UK Financial Conduct Authority FRN: 464494; AES Financial Services (DIFC) Ltd, registered in the Dubai Financial Centre (DIFC) as a foreign company, license no.2128, and regulated by the Dubai Financial Services Authority (DFSA) Reference No F003476; AES International Limited, a private company incorporated and registered in the British Virgin Islands with company number 1839872; AES International Global Limited, a private company incorporated and registered in the British Virgin Islands with company number 1887885. Please visit our authorisations page for further information on regulation, redress and accessibility.

If you are outside the UK and we advise you or carry out other business, nearly all the rules, regulations and arrangements made under the UK regulatory regime (including the rules made by the FCA and the dispute resolution process provided by the UK Financial Ombudsman Service) will not apply to most aspects of the service you receive, such advice or business being provided from outside the UK. You should therefore clearly understand such rights and protection as are afforded in the jurisdiction where you receive advice. Local law, regulation and redress processes will apply in almost all cases, and will be different from that of the UK.

RISKS

Investments involve risks. The investment return and principal value of an investment may fluctuate so that an investment, when redeemed, may be worth more or less than the capital invested. Past performance is not a guarantee of future results. There is no guarantee strategies will be successful. For further information, please click here.

The newsletter for wealth mastery jedis.

Transform your wealth, your future and yourself in just 5 minutes per week.

Get the free tools that 11,883+ CEOs, partners and successful family leaders use to unlock new ideas, possibilities & get better results.

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