Expat Investments - Getting Started

We believe in flexibility, liquidity and penalty-free access to capital should your circumstances change. This isn't always possible with offshore investment products as lock-in periods can cause financial penalties for withdrawals or policy closure. Needing funds back quickly can end in frustration, and the fact contractual investments are more popular among advisors than investors is telling. 

Liquid, Flexible Investing

Technology now makes it easier than ever to invest in value-driven securities. Reporting and valuation systems generally come as standard and savers can benefit from automated payments and direct debits, leaving you to enjoy hassle-free investing.     

The process is simple. With surplus cash to invest, we'll help you choose an investment account and provide expert guidance on securities to invest in.

Valuations, research capability, transactions and contract notes can all be viewed from a secure portal to keep you fully informed, and trades are executed on line so your capital is returned quickly whenever you need it.

How Does It Work?

After an appraisal of your circumstances, an advisor will work with you to create an investment strategy for your short or long financial goals.  

  • Access to 100% of capital penalty-free

  • Increasing and decreasing of contributions

  • Payment freezing without charge

  • Charges payable as you go without lock-ins

  • Simple fund switching

  • Dedicated 24 hour online access portals

  • Opening accounts anywhere in the world

  • Capitalising on market fluctuations

  • Expert advice on asset allocation

All Expat Advisors investment advice facilitates:

With so many options to choose from it can get confusing. Expat Advisors helps expats find the best value for money and expat investment platform for you, which may include one of the following options:

Expat Investment Platforms

Manage Assets With The Latest Technology

Offshore Bonds For Expats

Life Company Offshore Bonds and Tax Wrappers 

Expat Regular Savings Plans

Non-contractual Regular Savings Plans

It is vital to fully understand the products you use and the charges you pay. For expert guidance on your expat investments, contact us today and we'll help you make the right decision first time. 

Request a Free Consultation