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Moving abroad is such an exciting time—new experiences, new cultures, and sometimes even a whole new pace of life. But if there's one thing I've learned from working with expats, it’s that the moment you step off the plane, your financial world can change in ways you might not expect. Suddenly, you’re dealing with things like multiple tax systems, exchange rate swings, and different rules about investments and pensions. And don’t even get me started on the paperwork! It’s a lot more complicated than just using the same plan you had back home. But honestly, that’s where the right advice can make all the difference. I’ve seen firsthand how a tailored financial plan—one that actually takes into account the unique challenges and opportunities of living overseas—can save people from costly mistakes. It’s not just about making your money work harder; it’s about making sure you’re covered from all angles, whether that means having the right insurance or making the most of your investments. If you’re living abroad and not sure where to start, or maybe just want a second opinion on your plan, let’s have a chat. I’m always happy to share a few pointers—no strings attached. Here’s a link if you’d like to book a 30-minute chat: https://lnkd.in/ggpYkVbV

Happy Canada Day from all of us at Cresco Wealth Management! As your trusted financial advisors, we're here to help you achieve your financial goals and dreams. Let's continue to build a prosperous future together in this wonderful country we call home. #CanadaDay #ProudToBeCanadian #yycliving #calgary #albertabusiness #investing101 #wealthmanagement

How operating costs and expenses in family offices look like 👇 Family offices’ expenses are categorized into four areas: advisory, investment-related, family services, and administration. 𝗔𝗱𝘃𝗶𝘀𝗼𝗿𝘆 𝗖𝗼𝘀𝘁𝘀: 23% of total expenses, covering estate planning, financial planning, and legal services. 𝗜𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁-𝗥𝗲𝗹𝗮𝘁𝗲𝗱 𝗖𝗼𝘀𝘁𝘀: Largest expense category at 37%, includes asset allocation, due diligence, and real estate management. 𝗙𝗮𝗺𝗶𝗹𝘆 𝗦𝗲𝗿𝘃𝗶𝗰𝗲𝘀 𝗮𝗻𝗱 𝗔𝗱𝗺𝗶𝗻𝗶𝘀𝘁𝗿𝗮𝘁𝗶𝗼𝗻: Each category accounts for about 20% of expenses. Source - Campden Wealth #costs #AUM #investing #wealth #familyoffice #money _____ If you enjoyed reading this or learned something, ♻️ share this with others and 🔔 follow me Taras Rybak for more.

Are you an advisor (in Australia) to complex private families? Then you should think about attending the Private Wealth Advice Forum in Sydney on 13 March. I'll be interviewing Jim Grubman and talking about the future of family wealth advising and there's plenty of other good content. Check out more at https://lnkd.in/g_EX7x6F #familywealth #familyoffice #wealthadvisors

🌐 Managing wealth across borders? Lawsons Wealth specialises in international wealth management, making global living simpler. #GlobalWealth #Expats #ExpatFinance #ExpatLife

What gives us a competitive edge in wealth management? We think it's our investment in top talent and specialised skills. As Ro Dalton, our Operations Manager, puts it, "By retaining knowledgeable professionals, Financial Foundations Australia delivers unparalleled value and peace of mind to our clients." Strong client relationships and genuine connections foster loyalty, setting us apart from other firms. Discover more about how we can help you reach your financial goals 🔗 https://bit.ly/3SN2uTG #financialfoundationsaustralia #financialplanning #certifiedfinancialplanner #financialgoals #moneymanagement

Exciting times at Brigantia Private Wealth Management as we redefine value in financial advice! Our unique fee structure is a game-changer in the international market, particularly for expats seeking transparent, fair financial guidance. We're proud to offer a UK-style, fee-based approach with a significant twist: a cap on advice fees at £2,500 (or equivalent). This means substantial savings for those investing larger amounts, allowing more of your funds to work for you from day one. In a world where many advisers lean on high commission products, our approach stands out by prioritising your growth, not hidden costs. Plus, with ongoing advice charges at just 0.5% outside of Europe and 0.78% within, we ensure your investment continues to thrive under our care. I believe financial planning should be accessible, transparent, and most importantly, fair. That's why we've designed our fees to ensure you receive the best possible advice without the burden of excessive charges. Curious to learn how our approach can enhance your financial journey? I invite you to visit our website and book a free, no-obligation introductory call. Let's explore how we can work together to achieve your financial goals. #FinancialPlanning #WealthManagement #ExpatFinance #InvestSmart #BrigantiaWealth

Ensure your legacy goes beyond memories and leaves a lasting impact on future generations. At Money Acumen Advisory, we are here to help you plan ahead so your loved ones are well taken care of. Secure your family's future today with our comprehensive Estate planning and Will drafting services by clicking the link below: https://lnkd.in/dbw--yv5 #EstatePlanning #WillDrafting #InvestmentAdvisors #MoneyAcumenAdvsiory #ThoughtfulInvesting

Continuation from my last post, we looked at what Estate Planning is and some benefits. Benefits of Estate Planning; 1. Healthcare Directives: Also known as living wills or medical powers of attorney, you can specify medical treatment and designate someone to make healthcare decisions on your behalf if you are unable to do so. Not everyone has your best interest at heart.   3. Probate: The legal process through which a deceased person's estate is administered and distributed. Proper estate planning can minimize the time and cost associated with probate.      4.Tax Planning: Reduce estate taxes, ensuring more wealth is transferred to heirs and beneficiaries. Contact vedricah@moneyacumenadvisory.com and secure your legacy.

As an independent advice business, we aim to help you navigate the complex world of investing. Harbour Wealth - putting you where you want to be; you, your family, your legacy 👉 https://bit.ly/3T8VUGs #HarbourWealth #wealthmanagement #financialadvisor