Affinity Consulting Group

Financial Planning for Expatriates

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Financial planning for expatriates


Are you a slave to your money - or does your money work for you?

Finances are an important part of our lives and an area where many people struggle, even though they may earn a high income. Successful management of your financial resources creates freedom to live your life in the way that you desire. Financial success opens up opportunities for travel, education, leisure, and helping others, in addition to allowing you to provide for your needs and those of your family. Money does not make one happy but it certainly gives more freedom, choices and opportunity.

Financial Goals

Perhaps the most important key to financial management is to be clear on what your financial goals are. It is surprising how many people do not make financial plans and invest without having a goal. Are you aiming to merely protect your assets long term or are you looking for a more aggressive strategy of wealth creation and development? Are you investing for your retirement, your children's education, or do you want generate a stream of cash flow to enhance your current lifestyle. It is important to work out exactly how much you will require in terms of total capital or investment income to live the lifestyle you desire.

Many people's financial goals center on achieving financial independence or financial freedom - being able to sustain the lifestyle you desire based on the income that your investments produce. Affinity Consulting focus on helping our clients define their financial goals and on creating investment opportunities that support them and make them attainable as easily as possible. We help to clarify your requirements in terms of return targets, volatility (i.e. risk), and time frame and then match those to the opportunities that exist in the marketplace.

Affinity Consulting Group are committed to helping you protect and expand your wealth on a consistent basis. Consistency of returns provides our clients with peace of mind, so they can focus on the other things in their lives that are important to them, while knowing that their investments are looked after and well managed by professional managers who have client success at the forefront of their mind.


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