Financial planning for expatriates
Financial planning for expatriates is complicated by issues of domicile, residency and the ownership of assets in different countries. Professional guidance is a must to ensure you structure your affairs in the most tax-efficient way while taking advantage of the offshore investment management options available to you.
I help expatriates navigate this often-confusing financial landscape, creating bespoke financial plans tailored to their needs. I take a holistic approach that incorporates pension planning, investments and savings, life insurance and estate planning.
I can help you build and protect your wealth to future-proof your lifestyle with a comprehensive financial plan aligned to your circumstances, your tolerance to risk and your short and long-term financial objectives.
Book a consultation with me to optimise your finances with a personalised financial planning strategy centred around you.
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Lynda Calver Financial Planner
I have 20 years of experience in personal finance and since 2014 have been based in Hong Kong helping expatriates navigate the complexities of cross border financial planning.
I understand the unique challenges you face in managing your money. Expatriate financial planning is complicated by issues of domicile, residency and the ownership of assets in different countries. I have the experience and expertise to guide you in structuring your affairs in the most tax-efficient manner while taking advantage of the offshore investment management options available to you.
If you are seeking a financial planner to partner with over the long term to build and protect your wealth, I would love to connect and help you secure your financial future. Whatever your current financial situation, we can work together to meet your monetary and lifestyle goals.
My approach to financial planning
Personalised
Bespoke financial planning tailored to your personal goals & objectives
Holistic
Optimising all aspects of your financial life
Flexibility & Choice
The freedom to choose from a variety of financial service providers
Qualified & Regulated
For your protection & peace of mind
Experienced
20 years of tried & tested financial solutions
Transparent
Honest and impartial advice from a professional that you can trust
Performance reviewed
Regular reviews to ensure investment performance and your objectives remain aligned
Sincere & committed to you
An objective professional in your corner and focused on your needs
Long term relationships
Providing continuity and advice every step of the way on your financial journey
My Services
Financial Planning
Empowering you to get the best out of your finances.
Savings
Helping you save for the future and get a return on your nest egg.
Investments
Informing and guiding you on how to build lasting wealth.
Insurance
you and your family.
Divorce Support
support when you need it most.
Estate & Tax Planning
Ensuring your legacy provides essential protection for your loved ones.
South African Expats
Providing South African living overseas with the best professional financial advice.
Corporate Solutions
businesses in Hong Kong
Retirement Planning
Planning ahead so you can enjoy a comfortable, secure retirement.
Financial Planning for Women
out of their money.
Children’s Education Planning
Ensuring maximum education opportunities for your children without a lifetime of debt.
UK Expats
Helping British expatriates maximise their financial opportunities.
Australian Expats
while working abroad.
Repatriation Planning
returning home
Financial Planning
Empowering you to get the best out of your finances.
Savings
Helping you save for the future and get a return on your nest egg.
Investments
Informing and guiding you on how to build lasting wealth.
Retirement Planning
Planning ahead so you can enjoy a comfortable, secure retirement.
Insurance
Financial Planning for Women
Divorce Support
Children’s Education Planning
Ensuring maximum education opportunities for your children without a lifetime of debt.
Estate & Tax Planning
Ensuring your legacy provides essential protection for your loved ones.
UK Expats
Helping British expatriates maximise their financial opportunities.
South African Expats
Providing South African living overseas with the best professional financial advice.
Australian Expats
Corporate Solutions