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.
Get in touch
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
Bespoke financial planning tailored to your personal goals & objectives
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
20 years of tried & tested financial solutions
Honest and impartial advice from a professional that you can trust
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
Lynda Calver has been my Financial Advisor for a few years, and over the period, has provided my family and I with exceptional service and support in making investment choices. I found Lynda to be extremely sincere and committed to providing sound financial guidance, and was satisfied with her proactive approach in bringing her research and knowledge of the markets to our regular meetings. I would not hesitate to refer Lynda to family, friends and associates who are in need of financial advice.
Hong Kong Finance Professional