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Craig McLaren

Craig speaks about the investment performance and his experience of working with Michele and Payal.

Keith Phillips

Keith is a long term expatriate and speaks about the value of working with someone who understands the expatriate experience. He explains how his investments have performed well, even in times of difficult markets and volatility.

Phillip Blake

Phillip’s prior experiences with financial advisors had been appalling, resulting in a substantial loss of his hard earned savings. Sadly, that is not uncommon. Find out how that expereince compares to working with Michele.

South Africa given a year to get its financial house in order

South Africa grey list threat

The Financial Action Task Force (FATF) is the international community’s powerful money laundering and terrorist financing watchdog and policeman. Since April 2019, it has been conducting a mutual assessment with the South African government into the country’s measures to counter international money laundering and terrorist financing. This month’s report makes for uncomfortable reading, concluding that […]

Investing offshore explained & global market update

This webinar explains in plain everyday language everything you need to know about offshore investments. It describes how offshore investments work, particularly the benefits in relation to tax efficiency, succession planning and investor protection. It features a lively Q&A with the audience after the main presentation. This webinar also includes a global market update from […]

Emirates Provident Fund: what you need to know

 This webinar provides guidance for staff who have lost their jobs at Emirates and want to know what action they should take in relation to the funds in their Provident Fund. This webinar will cover: ✅ How to protect and preserve your capital ✅ The tax implications of repatriating your funds to your home […]