We will work together with you to assist you in selecting and establishing the best offshore savings plans to exactly match your unique requirements.

We have access to the most attractive and flexible offshore savings plans currently available to the expatriate and international investor and we can help you benefit from cost averaging which will reduce the average purchase cost of your investments over time and also help reduce the effects of market volatility.

So, if you’re looking for an opportunity to make regular contributions tax efficiently for medium to long term wealth growth you need look no further.

Why Save Offshore?

People utilise offshore savings and investment plans and policies for a whole host of reasons. Some of the more popular reasons include: -

• Funding private school education

• Funding higher education

• Saving towards a future real estate purchase

• Saving to afford weddings, children and grandchildren

• Investing for wealth building

• Investing for retirement

Whatever your own personal needs, we will work with you to find exactly the right policy match.

The Offshore Savings Advantage

Ultimately the offshore advantage enables your savings to roll up free of tax and it enables you to benefit from multiple levels of flexibility which can accommodate both changes to your own personal circumstances and changes across the financial markets as well.

For example, some of the savings plans and opportunities available for regular investment that we’re able to bring to your attention and to recommend allow you to create a portfolio of investment funds within your plan. You can choose from a wide range of popular fund managers’ funds and make changes to your fund structure whenever you wish, depending on your personal preferences at the time or changing market conditions.

Available types of fund include managed funds, equity, bond, property, deposit, hedge, with-profit funds and fund of funds or specialist funds.

The beauty of the savings plans and investment opportunities we can bring to your attention are that they are not at all restrictive; you can ultimately use the wealth you invest and generate for any (legal) purpose at all.

If you want to take advantage of the wealth of offshore opportunities available to you and to make use of our unique service levels please contact us today for free no obligation advice and answers

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