Having a life that spans countries, currencies and tax regimes can be challenging.
The purpose of our Wealth Planning service is to help you:
- Get and keep the life/lifestyle you want.
- Answer fundamental life questions, such as ‘How much is enough?’ and ‘When can I afford to retire?’
- Avoid costly mistakes and stay on track.
- Achieve and maintain financial independence and a comfortable lifestyle.
- Make sensible decisions about reducing the risks you’re exposed to.
- Make evidence-based decisions grounded upon academic science rather than speculation or emotion.
- Get a highly personalised service based on your individual needs.
- Follow a structured, clear, and engaging process - communicated in an understandable way.
- Free up your valuable time by removing the anxiety and burden of planning and managing your complicated financial affairs
- Feel truly cared for by a team focussed on you.
- Get clarity, confidence, and control over your ideal future.
All our clients have an international or cross-border aspect to their lives.
Many are independent business owners and successful executives. They are retirees who like to travel and enjoy time with their family and pursuing their hobbies. They are also young professionals with bright futures ahead.
Our clients are typically financially independent or are on the road to financial independence.
They have a common thread knowing that their time is better spent on doing the things that they love doing.
They have achieved success in life by surrounding themselves with talented and intelligent individuals, and selecting a wealth planner is no different.
Peace of mind. Confidence. Time to focus on the things they love doing. Feeling connected and informed. Relief. Happiness. These are the feelings our clients tell us they experience when working with AES.
They have loved ones to care for, charities to support, vacations to enjoy, and memories to be made. Worrying about their financial situation isn’t one of their goals…and it is probably not one of yours either.