Mar 5, 2024 BY Mike Coady 12 MIN READ

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...

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Mar 4, 2024 BY Mike Coady 4 MIN READ

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,...

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May 3, 2023 BY Mike Coady 3 MIN READ

Let’s learn quality control from manufacturing

Let’s learn quality control from manufacturing I’ve gone on record before saying the quality is never an accident....

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Oct 27, 2022 BY Mike Coady 4 MIN READ

Let’s have regular reviews, shall we?

We all know what a regular financial review is, right? It’s a staple of the advisory and wealth...

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Oct 6, 2022 BY Mike Coady 4 MIN READ

Why staying in cash carries risks

Look back to the year 2000, and you might understand why so many people are hesitant to put...

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Aug 18, 2022 BY Mike Coady 5 MIN READ

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...

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Aug 16, 2022 BY Mike Coady 6 MIN READ

10 money mistakes anyone can make

The habits you form now will affect you for the rest of your life. Understanding the most common...

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Aug 2, 2022 BY Mike Coady 3 MIN READ

Industry needs more young talent to keep financial advice accessible

As demand for domestic and international financial advice continues to soar, more must be done to attract young...

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Jul 14, 2022 BY Mike Coady 3 MIN READ

Why relationships are so important to financial advice

When you are considering investing your money, having a solid relationship with a financial adviser is not only...

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Jun 21, 2022 BY Mike Coady 4 MIN READ

How do you balance return vs risk?

Making the right investment decisions is something you can only properly do by fully understanding your own personal...

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Jun 17, 2022 BY Mike Coady 3 MIN READ

5 Excellent Reasons to start tackling your debt TODAY!

How to pay off debt is one of the most common questions I get asked as an adviser....

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May 18, 2022 BY Mike Coady 3 MIN READ

Investing for the future with Dollar Cost Averaging

There’s a lot been said in the media recently about the investment concept of Dollar-Cost Averaging. One of...

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May 13, 2022 BY Mike Coady 3 MIN READ

5 reasons why having a financial adviser is important

In the age of information, the answer to nearly any question is available at your fingertips. Want to...

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Apr 7, 2022 BY Mike Coady 3 MIN READ

Living the expat dream

The expat dream remains very much alive and real amongst Brits, with a series of independent polls and...

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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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Nov 28, 2021 BY Mike Coady 3 MIN READ

The 5 Most Important Reasons Why Great Leadership is Vital

Great leaders are driven towards a mission that everyone can get behind. They know how to motivate a team...

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Nov 11, 2021 BY Mike Coady 4 MIN READ

Tips for international financial advisers considering moving to the UK

We talk a lot about our clients moving overseas, or returning back home, but what about internationally based...

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Nov 1, 2021 BY Mike Coady 4 MIN READ

International Financial Advisers: Technology is changing the industry

The global marketplace is changing. For International Financial Advisers, the choice is stark: either adopt best practices in...

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Oct 20, 2021 BY Mike Coady 7 MIN READ

The Great Pension Debate – Are Critical Yields Still Relevant?

Pensions have become far more flexible and tax-efficient over the past 10 years leaving us with an effective...

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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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Oct 3, 2021 BY Mike Coady 4 MIN READ

Crypto – Don’t let your digital assets die with you

An intro to Cryptocurrency Cryptocurrencies, or “crypto-assets” as they are sometimes known, are a type of digital currency...

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Sep 16, 2021 BY Mike Coady 4 MIN READ

Returning To The US: American Expats Read This!

Returning to the U.S. can be a tricky proposition if you are not properly prepared. You are on...

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Sep 2, 2021 BY Mike Coady 3 MIN READ

Longer life expectancy of retirees presents challenges in retirement

The longer life expectancy of retirees presents challenges in retirement. The good news? We're living longer. The bad...

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Jul 8, 2021 BY Mike Coady 5 MIN READ

Moving to Switzerland? Plan for the Future!

The following article is written by Graeme Perry, Solicitor at Sykes Anderson Perry Limited Solicitors and Chartered Tax...

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Dec 20, 2020 BY Mike Coady 4 MIN READ

There should be nothing remarkable about world-class standards

Our mission as a financial adviser is simple, and it’s putting the client first. All too often, we...

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