Financial Planning
2021 Financial Review & Quarterly Investment Update
Senior Investment Strategist Payal Trehan joins Michele to review the markets, global investment outlook and portfolio strategy.
Money, Health & Wellbeing – how to free yourself from financial stress
Over 90% of people report that money issues cause their stress levels to rise, with many suffering every day from financial worries. It is a global concern that harms health and wellbeing. In this webinar, Michele and her guests explore the connections between health...
Your money and the markets – Global financial update – Q3 2021
Senior Investment Strategist Payal Trehan joins Michele for our quarterly review of the global economy and the world financial markets
Living the American Dream – Immigration, buying property & studying in the USA
The American dream is an aspiration that captures the imagination. It is the promise of a land of opportunity, a place where you can make the most of your talents and enjoy the fruits of your success.
Webinar: Your money and the markets – Global financial update – Q2 2021
Senior Investment Strategist Payal Trehan reviews the global economy financial markets and what it means for your savings & investments.
Financial Planning for South African Expatriates – Q2 2021
In this webinar, South African fiduciary expert Rex Cowley joins Michele to discuss recent regulatory and legislative changes affecting financial planning for South African expatriates.
Tax residency & Covid. travel restrictions, lockdowns and the HMRC
In this webinar, Neil Chadwick examines the various tax complications caused by Covid, including inadvertent residence caused by “overstaying”.
Citizenship & residency by investment – Accessing international opportunities
Living in the USA, Europe, the UK and other desirable destinations around the world could change you and your family’s life!
Second passports – citizenship, international investments & opportunities
In today’s world, many investors find themselves living internationally and they increasingly realise the benefits of obtaining a passport in a second or even third country. In recent years it is common for high net worth individual to seek out multiple citizenship...
Global Market Update – February 2021 – Brexit, Biden, Covid
Global Market Update – February 2021 - Brexit, Biden, Covid In the United States, there is a new President in the White House as Joe Biden takes control and the Democratic Party majorities in the House and Senate. In Europe, the EU and the United Kingdom managed to...
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