Great choice!

To make your expat portfolio review as valuable as possible, we have 8 quick questions for you (takes about 2 minutes).

This helps us understand your needs and tailor the session just for you.

After that, you’ll schedule your free 30-minute call. Ready to begin?

(Applications are confidential and never shared)

What are your needs?

Investing your assets

Preparing for retirement

Building a legacy

Savings for children’s higher education

Finding an alternative to stock market volatility

Which of these assets have you invested in previously?

Bank fixed deposit

Bonds

Structured notes

Mutual funds

Direct equities

Business

Real estate

Commodities (e.g., gold)

Crypto

What would you say is your primary goal with your investments?

Growing my wealth

Protecting my wealth

How much do you have in investable assets?

Under $50,000

$50,000 to $500,000

$500,000 to $1,000,000

Above $1,000,000

How involved do you want to be in your investments?

Completely hands-off (Let experts manage it)

Some involvement (Review options occasionally)

Highly active (I want to monitor & adjust frequently)

Do you already have the funds available to invest?

Yes, I have the capital ready

Yes, but I need more information before investing

No, I need to liquidate other assets first

No, I’m just exploring for the future

If you qualify for a Zoom meet, can we count on you to attend?

Yes

What concerns do you have about investing?

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