choosing right pension plan
Sep 22, 2022 BY Mike Coady 3 MIN READ

The importance of choosing the right pension plan

The majority of people plan to retire at 65 and enjoy a financially stable, rewarding lifestyle during their...

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Education costs savings
Sep 20, 2022 BY Mike Coady 3 MIN READ

EXPATS – How much should we be saving for our children’s education?

One of the main costs all parents should bear is education costs. For many families, saving money for...

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expat tax
Jul 12, 2022 BY Mike Coady 3 MIN READ

Expatriates: Taxes will still be there when you return home

Expatriates & their Taxes Have you moved overseas? Chances are, if you’re reading this, you may be fortunate...

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insuring yourself
Jul 4, 2022 BY Mike Coady 4 MIN READ

The problem with not insuring yourself

Insuring yourself should be a priority. Unfortunately, it's not always the first thing that people think about when...

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Grow Your Wealth
Jun 30, 2022 BY Mike Coady 8 MIN READ

The truth about the psychology of saving and spending

As previously mentioned in my blog "Spenders vs. Savers: How they can meet in the middle", I mentioned...

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costs of raising a child, cost of education
Jun 22, 2022 BY Mike Coady 3 MIN READ

The costs of raising a child all parents should bear

As a parent did you know how much it costs you for raising a child? The financial responsibilities...

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key considerations when constructing a portfolio
Jun 13, 2022 BY Mike Coady 4 MIN READ

What are the key considerations when constructing a portfolio?

Have you ever been out with others who are talking about their investment portfolios and thought how do...

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mistakes when trying to become wealthy, important rich habits
Apr 6, 2022 BY Mike Coady 4 MIN READ

What does being “rich” come down to?

A study has been made on millionaires for 6 years and we have realised being 'rich' comes down...

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expatriate in dubai
Feb 7, 2022 BY Mike Coady 2 MIN READ

Expat life in Dubai: Financial Concerns, Part 2

Expatriate Life in Dubai What are expats in the UAE most concerned about when it comes to their...

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financial planning
Jan 11, 2022 BY Mike Coady 4 MIN READ

The What Ifs need careful financial planning

Regardless of where you are going, as an expat or a local, it is critical to consider the...

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FAILURES TO SUCCESS
Jan 7, 2022 BY Mike Coady 3 MIN READ

How to Reset and Refocus your Investment Portfolio for 2022

A new year brings in new opportunities to grow and develop yourself, in all aspects of your life....

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best pension plan
Jan 5, 2022 BY Mike Coady 3 MIN READ

The Best Retirement Plan for Expatriates

Let’s bring flexibility to retirement There's no one best plan for retirement. You think retirement, and the first...

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financial security
Oct 19, 2021 BY Mike Coady 4 MIN READ

The good times roll – until they don’t

“Let the Good Times Roll” by legend B.B King. It’s a great song. – but it recently got...

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expats financial planning
Oct 11, 2021 BY Mike Coady 3 MIN READ

Expats must embrace financial planning more than counterparts ‘back home’

I was recently interviewed to put the case forward that expats need to embrace the idea of financial...

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what are the qrops pension benefits
May 27, 2020 BY Mike Coady 13 MIN READ

QROPS Pension Benefits

Since they were introduced in 2006, the popularity of QROPS (Qualifying Recognised Overseas Pension Schemes), an HMRC-recognised overseas...

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costs of raising a child, cost of education
Sep 2, 2019 BY Mike Coady 2 MIN READ

New figures on real cost of education: A wake-up call for parents?

For far too long, the true cost of education has been something of an ‘elephant in the room’...

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Apr 20, 2017 BY Mike Coady 3 MIN READ

GWM Launches dedicated Corporate Solutions Division

Guardian Wealth Management, a multi-national financial planning firm, has launched the dedicated GWM Corporate Solutions division due to...

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Dec 13, 2013 BY Mike Coady 8 MIN READ

Spousal Bypass Trusts: Mitigating the burden of inheritance tax

Inhertiance Tax  (IHT) is widely regarded as the cruellest of all taxes.  This is because it is a...

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Dec 4, 2013 BY Mike Coady 5 MIN READ

Surviving and thriving in the low interest rate environment

When Bank of England governor Mark Carney announced in August this year that interest rates were to remain...

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Oct 2, 2013 BY Mike Coady 2 MIN READ

Broadgate Advisory acquisition gives deVere enhanced Southeast Asia footprint

I’m excited to report that deVere has secured the acquisition of Broadgate Advisory in Thailand, giving us greater...

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Sep 22, 2013 BY Mike Coady < 1 MIN READ

Judging International Adviser Awards 2013

International Adviser is well known and respected as one of the mouthpieces of the industry, so it is...

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Sep 8, 2013 BY Mike Coady 2 MIN READ

New technology helps deVere Spain’s clients get the best insurance package

This week has seen the introduction of ground-breaking technology that helps deVere Spain’s clients to find the best...

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Sep 3, 2013 BY Mike Coady < 1 MIN READ

deVere rolls out revolutionary paraplanning programme

I’m delighted to announce that the deVere Group has recently rolled out its highly anticipated, pioneering paraplanning technology,...

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Jack Kerswell, deVere Group Area Manager, Basel and Bern, Switzerland
Sep 1, 2013 BY Mike Coady 2 MIN READ

Jack Kerswell, deVere Group Area Manager, Basel and Bern, Switzerland

For Jack Kerswell, the financial services industry is not so much a career as a way of life...

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goldman sachs logo
Aug 29, 2013 BY Mike Coady 6 MIN READ

Interview with Goldman Sachs Asset Management

Following the recent landmark deVere Group-Goldman Sachs Asset Management convention held in New York, I interviewed Aizen Kusumi,...

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