+971 50 618 6463 [email protected]

The Death of Family Trusts #Expats #SARS #SouthAfrica #pension #tax #retirement #trusts #offshore

Financial Planning Dubai

Michele Carby Originally I hail from Durban, South Africa – and graduated from the University of Natal with a B.Proc(Law) degree before embarking on a career in financial services. Over many years I have gained a wealth of international experience in the industry starting in South Africa, then London Hong Kong & now the UAE.

I still maintain and grow my personal client base. The truth is I love helping people with their financial planning and don’t think I could ever give it up. That one to one interaction with people and helping them plan and as the years pass achieve their objectives is what really gives me job satisfaction. I love it that every case is different and offers new challenges to be solved.

A client retiring without financial worries for the rest of their life, a young person graduating without a millstone of debt around their neck, a lifesaving operation paid for by insurance I have put in place; that’s what this job is about for me – making peoples’ hopes and dreams come true.

By sharing my passion and knowledge through my blogs I hope I introduce more people to the life changing power of good financial planning.

 
holbornPartner
Holborn Assets LLC
January 2015 – Present | Dubai
executive committee memberExecutive Committee Member
The Entrepreneurs Club
January 2013 – Present (2 years 1 month) | Hong Kong
sacciPresident
South African Chamber of Commerce and Industry
May 2011 – Present (3 years 9 months) | Hong Kong
infinityChief Executive Officer / Director
Infinity Financial Solutions
August 2014 – December 2014 (5 months) | Hong Kong
infinityDeputy CEO / Director
Infinity Financial Solutions
July 2012 – July 2014 (2 years 1 month) | Hong Kong
Wealth Manager
Financial Partners FP Ltd.
August 2011 – July 2012 (1 year) | Hong Kong
st james placeAssociate Partner
St. James’s Place Wealth Management
January 2004 – August 2011 (7 years 8 months) | London, United Kingdom

What I’m offering

Tailor made, bespoke, holistic financial planning advice to expats covering:

  • Pensions
  • QROPS & SIPPS
  • Insurance
  • Tax efficient savings & Investments
  • Medical Insurance
  • School fee planning & Retirement planning

QROPS Do you have a UK Pension? We can help reduce your tax exposure. Find out how we can help. Download your FREE QROPS Guide here.

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Follow Me

David Andrews

I wanted to personally thank you for all your efforts in helping me. I moved to Asia 14 years ago and have been not only hounded by “financial” advisers but been on the end of some very “negative” experiences the industry has to offer. From being very close to me until close of the sale

David Andrews Chief Executive Officer

debbie-hutton

Debbie Hutton

Definitely go with Michele Carby. She really has the personal touch. You will feel like you're chatting to an old friend who really has your best interests at heart.

Debbie Hutton Dubai

Jordan West-Pratt

Michele Carby has been amazing for us.

Jordan West-Pratt Hong Kong

It's in today's rapidly changing financial markets where experience counts.

 

Contact Me

Where to Invest your Money for a Meaningful Retirement

The average retirement now spans two decades and this places increased pressure on your retirement funds. According to a survey by SunLife, pensioners state that they want a retirement income of £23k per year, but with the average retirement pot around the £50k mark...