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Helping senior international professionals and business owners get and keep the life they want.

46% of investors worry about their financial future. 

You may feel:

  • Confused and lacking a plan
  • Frustrated by complexity
  • Poorly diversified
  • Uncertain about your financial future
  • Annoyed by poor performance
  • Lacking in confidence

We’re centred around getting you the life you want with clarity, confidence and control by asking you candid, often challenging, questions all about you. This means you’ll experience something different from what you’ve had with other firms. You get a uniquely scientific and team-based approach.

Our guarantee

CEFEX certified financial planners in AMEAWe don't get paid to sell certain funds and we don't have funds of our own, so our priorities are simple. To give you the same advice we give our family. 

We're committed to providing you with a great financial experience. If you're not completely satisfied, we'll do everything we can to make it right, up to and including waiving our management fees for the next 90 days.

Call us on +971 (0) 4559 4900  or


"The lifeboat of the international marketplace"

Andrew Hallam
Amazon Best-Selling author of Millionaire Expat

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