What we're about
Gaining Trust
We work hard to become your friendly and approachable, go-to financial planning team. We offer sensible, transparent advice and win our clients’ confidence with honest and knowledgeable guidance that works.
Read more »Expat Financial Advice Articles
Our team regularly puts together blog posts about the current market situation or relevant topics.
What we're about…
Keeping it simple
We cut through the complexity of managing finances overseas by avoiding jargon and obscure industry terms. Instead we prefer familiar, reassuring language, and simple financial planning solutions that make sense to everyone.
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Posted by Cedric Bernier | Jun 18, 2024
Is your spouse a professional athlete that is currently playing overseas?
The life of professional athletes is often a family affair. Players can be traded to different teams, and will consequently ask their families to move from one city to the…
Posted by Cedric Bernier | Apr 29, 2024
Athletes moving back to Europe with US wealth
Are you part of the growing number of professional athletes returning to Europe with US wealth? It’s more and more common that European athletes like you get the chance to…