Pulling Back the Curtain on Financial Planning

Dealing with a new financial planning company can feel overwhelming, especially if it’s your first experience. This session will strip away the mystery and give you a transparent look at how holistic financial planning really works.

Why This Event Matters

‍Most expatriates only see the end result of financial planning, but rarely do they get to understand the entire process from start to finish. At this exclusive event in Penang, you will discover:

• what really happens in an initial planning meeting
• how cash flow modelling can help
• why we use Oxford Risk for profiling
• what it means to be a CII International Professional Partner Firm
• how estate planning, cross-border tax structures, life cover, and health insurance fit into your plan
• which products and providers we work with.

Who Should Attend?

• Retired expatriates living in Penang, individuals seeking clarity and transparency in financial planning.
• Anyone wanting to understand the full range of services that can impact their long-term financial security.

What You’ll Gain

• You will walk away with the confidence of knowing how financial planning really works.
• You will gain practical insights into strategies used by expats worldwide.
• You will have the opportunity to ask questions directly to experienced advisors.
• You will also enjoy a relaxed evening with wine, pizza, and open conversation.

Details

Date: Tuesday, 2nd September 2025.

‍Time: 6.30 PM Malaysia Time.

‍Location: Upstairs Private Room, Bottega, Penang.

‍Spaces Are Limited. Reserve your spot now.