Your Trusted Investment Advisors
Independent financial guidance tailored for international educators — savings, pensions, QROPS, and wealth management in over 30,000 products across the globe.
Plan Ahead for a Wealthy Future
Finding an affordable solution that meets your personal financial requirements and helps you achieve your goals demands the attention of a seasoned professional. We will help you set up a financial plan that can reduce your current tax liabilities and secure your future.
Whether you wish to plan for a child's education, purchase a dream home, or build retirement income — with access to over 30,000 financial products we always find solutions that meet your changing needs throughout the many stages of life.
Speak to an AdvisorPersonal Financial Requirements
Bespoke plans built around your life goals and risk appetite.
30,000+ Financial Products
Market-wide access to find the solution that truly fits.
Monitor Investments Online
24/7 secure portal to track performance and portfolio status.
Professional & Independent Financial Advice
We offer a comprehensive range of financial planning solutions, each tailored to the unique circumstances of international educators and expatriates.
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Regular Savings
Disciplined monthly savings plans from leading international providers, structured to compound growth and protect against inflation over the long term.
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Lump Sum Investments
Strategic allocation of existing capital into diversified portfolios, with access to over 30,000 funds spanning equities, bonds, property and alternatives.
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Family Protection
Life insurance, critical illness cover and income protection tailored for families living abroad — ensuring security wherever life takes you.
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QROPS & Pensions
Qualified Recognised Overseas Pension Schemes and international pension planning for all nationalities — maximising your retirement pot tax-efficiently.
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Retirement Planning
A holistic roadmap to financial independence — combining savings, investments and pension vehicles to sustain your lifestyle throughout retirement.
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Mortgage & Property
International mortgage services and property investment guidance for educators looking to buy their dream home or build a property portfolio overseas.
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Offshore Banking
Access to reputable offshore banking and savings accounts — offering currency flexibility, security and competitive interest rates for expatriate clients.
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Group Insurance
Competitive group health, travel, life and accident cover for international schools — comprehensive protection for staff and students, school-wide.
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Serving International
Educators Worldwide
We specialise in serving teachers in the international school community. Our financial advisors are dedicated to providing quality financial services, tailored to your individual needs.
Many teachers who become expatriates are often searching for the best way of planning for their future. Through a friendly consultation, we aim to help you achieve a comprehensive financial plan that is unique to you.
Learn About UsWe Regularly Advise Teachers On:
- Will preparation
- International mortgage services
- Offshore banking
- Health, travel & personal possessions cover
- Life and accident cover
- Superannuation alternatives
- QROPS pension transfers
- Pension schemes for all nationalities
- Tax-efficient savings & lump sums
We Visit Your School
Each year our advisors travel to international schools worldwide to meet educators individually — taking away the stress of financial planning so you can focus on what matters.
International Schools
Due to budget constraints, it's important for international schools to get value for money. Our resources allow us to search the entire market for the most competitive quotes.
Group Travel
For students and teachers
Group Retirement
School-wide pension schemes
Life & Accident
Group cover at competitive rates
Group Health
Comprehensive medical insurance
Start Planning With Us
Your email privacy is important to us and we will never share your data. Complete the form and one of our advisors will be in touch within one business day.
- 100% confidential — your data is never shared
- Advisors available in your time zone
- No obligation, no pressure consultation
- Specialists in international educator finances