+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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Michael Zankel

After seven years in Hong Kong, among them five for an international logistics group (ass regional CEO), almost two with my own company (part owner), I can I have had some experience with financial brokers and advisors. I have been working with one of the many blue suits same tie brokers for years in Hong

Michael Zankel Managing Director and Owner

Nicolene

We approached Michele about one year ago, as my husband and I wanted to seriously start setting our financial affairs in order. We met with her and right away saw that she was very knowledgeable as a financial planner but also approachable and easy to talk to. My husband had a lot of ideas of

Nicolene

Alexis Ducret

I’d like to confirm that I’ve been using Mrs. Michele Carby services for over a year and that I am very pleased with the service provided. Her investment recommendations and the effectiveness of her advises have lead my saving and investments to grow in the uncertain and not so favourable period. I also highly recommend

Alexis Ducret Freelance teacher

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...