Financial Planning

Financial Planning
6 of the Best Financial New Year’s Resolutions

Successful financial planning requires detail and proactive thinking, so the New Year is a perfect time to sit down and plan your financial future. Here are our 7 money resolutions to help get your 2019 finances into shape.   Identify Goals Without a specific financial goal, it can be difficult to create a plan of…

Continue reading
Financial Planning
Investing in ETF’s (Exchange Traded Funds) and Index Tracking Funds

Investing in ETF’s (Exchange Traded Funds) and Index Tracking Funds What is an ETF? Exchange traded funds, often known as ETF’s, are a special type of mutual fund that trade on an exchange in the same way that an equity does. They can provide small discounts to underlying net asset value in volatile markets. ETFs…

Continue reading
Financial Planning
What is your Risk Appetite?

What is my Risk Appetite? We all have aspirations of making sky-high returns on investments. However, in practicality that may not be feasible. What should really be on investors’ minds is their respective risk appetites – what they are willing to invest given their financial situation and aspirations. Risk can come in many forms –…

Continue reading
Financial PlanningexpatsFinancials
3 Things Every British/UK Expat Should Do with Their Finances in Dubai

Relocating from the UK to the UAE can be a fantastic life choice, as many expats prefer the vastly different lifestyle, not to mention the benefits of zero income tax to enjoy. However, it can be hard to realise what you need to do with your finances upon moving to a new country – becoming…

Continue reading
End of Service Benefit
Financial Planning
Financial Health Check – Checklist

Life and personal finances are heavily linked – they both change over time. Many key life milestones are also inseparable from related, financial milestones. Of course, the earlier you start to plan for these milestones, the more pressure you are taking off yourself to live financially secure in the future. That’s why its so important…

Continue reading
Financial PlanningPensionsRetirement PlanningFinancials
The Need for Guardianship for your Children

For expats living in the UAE, knowing about guardianship and custody of your children is vital. To cover such a ‘what if’ situation means preparing for the loss of life in the family, and to ensure that the child will benefit the most in such a scenario. Guardianship rights are likely to be different to…

Continue reading