New high net wealth services

Due to rising demand, I am today’s announcing some new high net wealth solutions. 

The services will include:

  1. Portfolio reconstruction and review – for those with portfolios of $1m or more. That could include DIY accounts, brokerage accounts and other investments.
  2. Overseas property – and mortgages. This will include advice on expat mortgages.  
  3. Second residencies – and second passports. This service often helps people with tax minimisation and/or social objectives, such as uniting with family members 
  4. Bank accounts – especially for people with very specific needs, such as expats, who often struggle to get a suitable banking solution 
  5. Business financial advisory services – advice on business optimisation for business owners. 

For more details you can email me – 

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