Latest Articles
South African Expat Tax Update 2024
South African expatriates should not only understand the newly implemented 2023/2024 tax laws, which aim at taxing their...
British Expats – please cancel your Premium Bonds now!!
“They are nowhere near as good as they used to be and now that you are an expat,...
Why aren’t you saving? Understanding the consequences
Waiting to start saving for retirement? You’re not alone. According to a survey from the Employee Benefit Research...
Think custody of kids is automatic as an expat? Think again!
It’s sometimes necessary to talk about topics that are not exactly financial planning related but are very much...
Should you be bailing out your adult children?
More and more young people are relying on the bank of mum and dad. Between expensive education and...
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...
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...
Retirement saving goals: What should yours be?
Retirement saving goals are often discussed by friends and family, however, the actual goal of how much you...
The advantages of being an expat saver
One would think that if someone is travelling and working overseas for much of his or her career,...
Why a life folder is critical to any succession planning
If the unthinkable should ever happen, in a time of trauma and grieving, would your loved ones know...
Always opt for insurance cover
Insurance cover, and more importantly, the right insurance cover is a necessity in today's world. If I asked...
Gaining customer loyalty means going the extra mile
Recently, I’ve been discussing with my team and also my clients the importance of obtaining and maintaining customer...
Expat Mortgages in Dubai: 15 Questions Answered
Due to continued demand from expats based in the UAE and the Middle East in general who is...
10 money mistakes anyone can make
The habits you form now will affect you for the rest of your life. Understanding the most common...
How can stress affect your health…?
How stress levels are measured? “Stress is when you wake up screaming and you realise you haven’t fallen...
When’s the ideal time to start thinking about retirement?
Thinking about retirement already? Chances are, if you’re reading this, you’re an expatriate in a low-tax jurisdiction. Lower...
Mike Coady talks strategic changes in international financial services
Financial advisers and wealth management firms are working in an evolving industry that constantly responds to international financial...
The importance of saving for the long term
You'll save it tomorrow. Saving for the long term often seems unnecessary in the present, or there is...
What does it take to become a millionaire from saving?
It’s time to invest. But, do you ask yourself 'how will I become a millionaire'? If you want...
Financial Advice in Dubai: Some Basic Suggestions and Guidelines
Dubai is by far one of the most economically lucrative cities on the planet. It, therefore, stands to...
Being ‘money aware’: How to plan sensibly for retirement
"Why do people spend on annual holidays rather than save for their retirement" I believe it would be...
Retirement investment patterns: How to stay retired
Retirement investment is something often overlooked by people who are getting close to retirement. If you are like...
Direct investing vs active financial advice
Further to a previous blog, I released, "Why relationships are so important to financial advice" I believe it...
Not being in the market can be costly!
Are you in the market? If you are not investing in the stock market, you could be losing...