Brigantia’s Expat Rescue Package: Taking Control of Your Financial Future
28th June 2024
As financial advisers with extensive experience working with expats, we at Brigantia Private Wealth Management are acutely aware of the challenges and pitfalls many face in international markets. One issue that has come up repeatedly is the prevalence of long-term regular savings products, often spanning 20-25 years. These products have been heavily sold in the past, primarily to maximise commissions for advisers, rather than to benefit clients.
These long-term savings plans can severely restrict your financial flexibility. They often lock you into a rigid structure where accessing your funds before the end of the term is either extremely difficult or penalising. Moreover, if you need to reduce or stop contributions, the costs can become prohibitive, significantly hindering the potential growth of your investment.
In response to this widespread issue, we are proud to introduce Brigantia’s Expat Rescue Package. This initiative aims to help expats regain control of their financial plans and align their investments with their personal goals and risk tolerance. Here’s how we can assist you:
1. Take Over Management of Your Plan – No Onboarding Fees
At Brigantia, we are committed to providing accessible and effective financial solutions. As part of our Rescue Package, we will take over the management of your existing savings plan without charging any onboarding fees. This means you can transition to our services at no additional cost, allowing us to start working on your behalf immediately.
2. Transparent Review of Contribution Levels
Understanding your financial journey is crucial. We will thoroughly review your past contribution levels and discuss with you the most appropriate levels moving forward. Our approach is rooted in transparency, ensuring you are fully aware of the implications of each decision, including costs, potential growth, and how it fits within your budget.
3. Tailored Investment Strategy
Despite the often restricted investment choices within these plans, it is essential to align your investment strategy with your risk tolerance. We will conduct a detailed review of your current strategy and make necessary adjustments to ensure it is both suitable and cost-effective. Our focus is on minimising fund charges to enhance the potential for growth.
4. Regular Plan Reviews
Financial planning is not a one-time activity. Regular reviews and adjustments are vital to keeping your plan on track. Our ongoing advice service is competitively priced at just 0.5% annually, significantly lower than the typical 1% charged by previous advisers. This ensures you continue to receive high-quality advice at a reasonable cost.
Why It’s Vital to Take Action Now
Ignoring these plans can lead to missed opportunities and unnecessary financial strain. Many of these products were not set up with the client’s long-term plans in mind, focusing instead on short-term gains for the adviser. By taking control now, you can ensure that your savings are working towards your financial goals rather than being hampered by hidden costs and inflexible terms.
Get Started with Brigantia Today
If you are an expat currently stuck in a long-term regular savings product, don’t let it fall into neglect. Contact Brigantia Private Wealth Management today for a full review and take the first step towards regaining control of your financial future.
Hit the button below to book a free, no-obligation intro call.
Let Brigantia’s Expat Rescue Package help you navigate your financial journey with confidence and clarity.
1. Take Over Management of Your Plan – No Onboarding Fees
At Brigantia, we are committed to providing accessible and effective financial solutions. As part of our Rescue Package, we will take over the management of your existing savings plan without charging any onboarding fees. This means you can transition to our services at no additional cost, allowing us to start working on your behalf immediately.
2. Transparent Review of Contribution Levels
Understanding your financial journey is crucial. We will thoroughly review your past contribution levels and discuss with you the most appropriate levels moving forward. Our approach is rooted in transparency, ensuring you are fully aware of the implications of each decision, including costs, potential growth, and how it fits within your budget.
3. Tailored Investment Strategy
Despite the often restricted investment choices within these plans, it is essential to align your investment strategy with your risk tolerance. We will conduct a detailed review of your current strategy and make necessary adjustments to ensure it is both suitable and cost-effective. Our focus is on minimising fund charges to enhance the potential for growth.
4. Regular Plan Reviews
Financial planning is not a one-time activity. Regular reviews and adjustments are vital to keeping your plan on track. Our ongoing advice service is competitively priced at just 0.5% annually, significantly lower than the typical 1% charged by previous advisers. This ensures you continue to receive high-quality advice at a reasonable cost.
Why It’s Vital to Take Action Now
Ignoring these plans can lead to missed opportunities and unnecessary financial strain. Many of these products were not set up with the client’s long-term plans in mind, focusing instead on short-term gains for the adviser. By taking control now, you can ensure that your savings are working towards your financial goals rather than being hampered by hidden costs and inflexible terms.
Get Started with Brigantia Today
If you are an expat currently stuck in a long-term regular savings product, don’t let it fall into neglect. Contact Brigantia Private Wealth Management today for a full review and take the first step towards regaining control of your financial future.
Hit the button below to book a free, no-obligation intro call.
Let Brigantia’s Expat Rescue Package help you navigate your financial journey with confidence and clarity.