Mike Coady has been an expat himself for the majority of his life. He just gets it! Mike will help you ensure you maximise your time as an Expat whilst achieving all the initial goals you initially set for both your family and yourself. It’s an important one that can be time-sensitive, so feel free to read a few of his blogs to get a better understanding!
“They are nowhere near as good as they used to be and now that you are an expat, they simply don’t work!”I know this will be hard to hear for some British Expats living in well-known expat locations such as Dubai or Abu Dhabi, but...
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South African expatriates should not only understand the newly implemented 2022/2023 tax laws, which aim at taxing their foreign employment income but should also act if they want to avoid its dire consequences. With the 2022/2023 SARS tax eFiling season now open and well underway,...
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Waiting to start saving for retirement? You’re not alone. According to a survey from the Employee Benefit Research Institute, only half of Americans are actively saving for retirement. The situation isn’t any better on the other side of the Atlantic. A study from the National...
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It’s sometimes necessary to talk about topics that are not exactly financial planning related but are very much a part of securing a safe future for people and their families. One of these topics is guardianship and custody of children.Now, this isn’t an issue that...
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More and more young people are relying on the bank of mum and dad. Between expensive education and skyrocketing house prices in global hotspots, many young adults don’t have a hope of clambering onto the property ladder without assistance. But let’s turn that question around. Should...
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Look back to the year 2000, and you might understand why so many people are hesitant to put their hard-earned money in the stock market. Many investors have been hurt more than once by investing in equities, and they are having a hard time believing...
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The majority of people plan to retire at 65 and enjoy a financially stable, rewarding lifestyle during their ‘golden’ years. But with so many pension plans available, choosing the right pension plan according to your personal circumstances can be somewhat daunting.It was a heartbreaking story...
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One of the main costs all parents should bear is education costs. For many families, saving money for a child’s education is a must. Providing that child with the opportunity to learn and grow is just part of taking care of your family. Yet, knowing...
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Retirement saving goals are often discussed by friends and family, however, the actual goal of how much you need to save is generally overlooked. When it comes to retirement, everyone has their own idea of what that will include. For some people, it means spending...
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One would think that if someone is travelling and working overseas for much of his or her career, he or she doesn't have much available in the way of savings advantages. This assumption is completely wrong. An expat saver has huge advantages available to them...
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If the unthinkable should ever happen, in a time of trauma and grieving, would your loved ones know how to manage your affairs? Lets discuss death organisation...
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Insurance cover, and more importantly, the right insurance cover is a necessity in today's world. If I asked you to pay me a dollar every month so that I’d pay you a thousand if you crash your car, you wouldn’t hesitate. If I asked for...
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Recently, I’ve been discussing with my team and also my clients the importance of obtaining and maintaining customer loyalty, tasks which have become more difficult in recent times due to a rise in regulatory, economic, and competitive conditions.With choice always available, in order to keep...
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Due to continued demand from expats based in the UAE and the Middle East in general who is considering acquiring a mortgage in the UK, I have created a list of Frequently Asked Questions (FAQs) that can assist with many of the initial points facing...
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The habits you form now will affect you for the rest of your life. Understanding the most common financial money mistakes will help you make better financial choices in the future.Avoiding costly money mistakes will save you money, time & stress.I have listed below the...
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How stress levels are measured? “Stress is when you wake up screaming and you realise you haven’t fallen asleep yet” – Anon.It’s a well-known fact that insufficient sleep can have many negative influences on people's lives. Sleep deprivation affects decision-making, heightens stress levels, and leads to...
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Thinking about retirement already? Chances are, if you’re reading this, you’re an expatriate in a low-tax jurisdiction. Lower taxes mean more income that you can use to build a secure financial future. So, when should you start thinking about retirement? When should you start saving/investing...
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Financial advisers and wealth management firms are working in an evolving industry that constantly responds to international financial services changes. To do justice to our clients, and deliver the world-class service expected of us, we need to constantly evaluate, monitor and improve our own performance....
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You'll save it tomorrow. Saving for the long term often seems unnecessary in the present, or there is always something else that needs to be paid for today. Making that statement could mean that you spend the next years regretting it. The fact is, the...
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It’s time to invest. But, do you ask yourself 'how will I become a millionaire'? If you want to save until you earn a million, where do you start? Of course, you’ll need to focus on saving fast, saving as much as possible, and doing it...
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Dubai is by far one of the most economically lucrative cities on the planet. It, therefore, stands to reason that a growing number of high earners, entrepreneurs and capitalists have flocked towards the promising region. However, financial planning is key to a more rewarding life...
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"Why do people spend on annual holidays rather than save for their retirement" I believe it would be great to expand further on the Retirement "awareness" by being "money aware" and how to sensibly plan for retirement. There was a time when people retired, everyone...
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Retirement investment is something often overlooked by people who are getting close to retirement. If you are like many investors, you may see retirement as the end of a long financial journey. After all, you've been saving your hard-earned money for so many years to...
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Further to a previous blog, I released, "Why relationships are so important to financial advice" I believe it is equally important that we understand the difference between direct investing and active financial advice.Many investors prefer to make their own investment decisions, but this is not...
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Are you in the market? If you are not investing in the stock market, you could be losing money. The fact is, the stock market offers one of the best ways to build wealth, no matter which market you invest in around the world. It...
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