Expat Retirement Planning
My goal; securing my retirement.
We can provide internationally mobile professionals with a personalised retirement strategy
Helping you achieve your financial goals
When you retire you want to feel confident you have the means to live well and enjoy yourself. However, we know achieving this goal can be challenging.
As an expat, you might not be contributing to a workplace pension or a national insurance scheme, putting the onus of saving on you. You may also have long-abandoned pensions abroad or international assets that you aren’t sure how to optimise to support you in retirement. Then there are the additional complications around domestic tax obligations and currency fluctuation. These considerations, coupled with improved life-expectancy, requiring a larger retirement fund, can make financially preparing for retirement feel overwhelming.
We can help
How we can help
Whether you are just starting to save for retirement or are in your final years of work, we specialise in developing and delivering personalised retirement plans for expats.
Pension Planning
We can conduct a pension review, helping create a full picture of your pensions savings and, if beneficial, work to consolidate your savings.
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Retirement Roadmap
We review your personal circumstances to develop a personalised roadmap to retirement, navigating cross-border complexities, helping to build wealth and optimise existing assets.
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Support and Retire Abroad
We can provide you with a financial plan to help you retire in your country of residence.
Learn moreLet us help you secure your retirement
Speak to our Private Wealth ManagersOur approach
What are our clients saying about us?
I was looking to make an investment as I am fast approaching retirement age with nothing in place. The Melbourne Capitol advisor, Jake Mowson came to my help. Now, we can all be sceptical at times but Jake always made me feel comfortable and as an advisor, he did just that, he advised. Never any pressure and always available to discuss matters. Brilliant!
ChristopherI have been working with Luke White at the Melbourne Capital Group for just over a year now. He has helped simplify my understanding of my UK-based pensions and has advised me on all the options available. I highly recommend his services as an advisor and to explain things in layman's terms.
MuhunthanMost insightful advice received from Adam Humphries on topic of retirement savings planning of monies placed. Options explained in terminology suitable for layman understanding and with transparency in mind. Good and clear communication received always.
ConsumerSince moving to Penang, I have received help and advice from Tom Raynor. He is not pushy, but genuinely helpful and pleasant, a rarity amongst planners. Being married to a teacher, he understands teachers' needs and is someone who offers advice and evaluates any plans you have. He helped me enormously regarding NI contributions and UK state pension.
David
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