Financial Advisor
Helping You retire with confidenceAs many of us are international teachers, we don’t have a pension to fall back on.
Work with us to help you on your successful path.
Some think investing is hard but it doesn’t have to be!
Unlike other financial advisors, we won’t take a percentage of your hard earned money.
A closer look at our foundation session
The Worksheet
Before our session, we will ask you to fill out a questionnaire that gives us a bit more detail about your goals. We will also ask you your nationality (certain investments have various tax implications)
Building your Retirement
We’ll take a look at where you are now and where you need to be for retirement. Together, we will build a cohesive plan that takes into consideration multiple scenarios and stress testing.
Investing
We’ll teach you the basics of investing and also recommend the best passive investments to build your financial future. Don’t know how to start? We’ll even teach you how to set up your account!
Peace of Mind
Hopefully by the end of your session, you feel much more comfortable about where you are with regards to retirement. Still not sure? Don’t worry! We are your partner and are just an email or Whatsapp message away.
Still have more questions? We have more answers!
How do I start?
Click any “Get Started’ or scroll below to set up you no-obligation 20-minute Q&A session.
How much does it cost?
Rather then taking your money as a percentage, we are an advice-only firm. We charge $225 for the initial meeting and first year. Then only $7.50 per month from the second year onwards.
What kind of investments do you recommend?
Our belief is that, “It is better to BE the market than to BEAT the market”.
That is why we recommend low-cost index funds.
What if I want to be more of an active trader?
Great! Unfortunately, that’s not really what we do. We can still work together, but realized that we recommend a simple buy and hold strategy using low-cost index funds.
What platform do I use for my investments?
You can really use any platform that you want. We make no recommendations. If you don’t have a platform yet, we do recommend Interactive Brokers because it is easy to use for expats. We can even help you set it up.
Is it really that easy?
We think it is! That’s why it is mind-boggling that people charge so much money as ‘advisors’.
What happens during our first session?
That depends. During our Q&A session, we will talk with you about your priorities. Maybe, it is starting an investment account, or you might need a financial plan for your retirement. We will work with you 0n what you need most.
Can't you just do everything for me?
No. That’s no what we do. As a teacher, you know it wouldn’t be for the best. Plus that is what other advisors might do to justify their exorbitant fees!
What do I get with my subscription?
You get access to your own advisor. Maybe you have a quick question and need to Whatsapp or email us. Or we can also hop on a call for a few minutes to discuss options. Every year, we can also update your financial future. Whatever your needs, we are here for you.
It all starts here!
Schedule your free 20-minute call
We would love to chat with you so that we can start you road to retirement and financial security. This complimentary 20-minute call lets us get to know each other a little better and make sure we’re a good fit. There is no obligation to continue with any services.
Please use the calendar below to schedule your call.