Insurance services for expatriates

You might be building wealth but are you protecting it? Without sufficient life, health and critical illness cover, an unexpected crisis could wipe out your savings fast. Insurance transfers the financial risk caused by a death, accident or serious illness to your insurer, safeguarding your savings and giving you peace of mind.

I can provide insurance advice and access policies from a wide range of insurers to find solutions tailored to your needs and budget. For comprehensive cover in a crisis, get in touch with me to discuss your life, health and critical illness insurance requirements.

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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

Testimonials

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.

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

Providing essential financial protection for
you and your family.

Divorce Support

Providing essential financial knowledge and
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

Cost effective employee benefits for
businesses in Hong Kong

Retirement Planning

Planning ahead so you can enjoy a comfortable, secure retirement.

Financial Planning for Women

Empowering women to make the most
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

Helping Australians achieve financial success
while working abroad.

Repatriation Planning

Optimise your finances before
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

Providing essential financial protection for you and your family.

Financial Planning for Women

Empowering women to make the most out of their money.

Divorce Support

Providing essential financial knowledge and support when you need it most.

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

Helping Australians achieve financial success while working abroad.

Corporate Solutions

Cost effective employee benefits for businesses in Hong Kong

Repatriation Planning

Optimise your finances before returning home