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Webinars

Preserve your legacy with clarity, care, and confidence.

Join our live and on-demand webinars to gain clear, unbiased insights into every stage of financial planning. We break down key topics including retirement readiness, investment management, tax-efficient strategies, insurance planning, and estate planning in a way that’s easy to understand and immediately applicable. Our goal is to equip you with the knowledge and strategies needed to make smart financial decisions for today and the future.

Upcoming Webinars

Offshore Investments for South Africans

Are you a South African looking to diversify your portfolio and secure your financial future beyond local borders? Join us for an insightful webinar where industry experts break down the opportunities, risks, and practical steps involved in offshore investing.

8th August 2025

2pm DXB | 12pm ZA | 11am UK

Watch Previous Webinars & Interviews on Demand

Why You Should Invest in Dubai Property

16th April 2025

🌍 Top Golden Visa Programmes in 2025

12th May 2025

Why You Should Buy Property in the UK

8th May 2025

Book a 30 Minute Discovery Call

 Our aim is to provide clear, personalised guidance to help you understand your current financial position and take practical steps toward improving your savings, investments, and long-term wealth strategy as an expatriate.

In our 30-minute consultation, we’ll explore key areas designed to strengthen your financial outlook, including:

  • Addressing any immediate financial concerns or short-term cash flow issues

  • Reviewing your existing investment portfolio and insurance coverage

  • Identifying ways to enhance investment performance and returns

  • Gaining access to independent, professional recommendations tailored to your specific goals

Professional photograph of Michele Carby and Payal Trehan

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