Expat Assets

29/03/2018

22/03/2018

Morning All,

We've got a couple of tables at the Manila 10s Rugby Lunch tomorrow (Friday, March 23) at the Marriott Hotel. We have just had a couple of last minute cancellations. If anyone would like a ticket (no charge) pls PM me and I will let you know if still available.

Its a great day, even if you are not a rugby fan. Most importantly ..... its free flow beer!

Gerard

16/03/2018

Take control of your future

https://www.telegraph.co.uk/financial-services/investments/investment-pensions-service/avoid-outliving-pension-savings/?platform=hootsuite

14/03/2018

Just how robust are your financial plans!

Two common ones are especially dangerous if you haven't made your plans with enough forethought

05/03/2018

Holborn Global Expansion Contiues

UAE-based Holborn Assets has opened an office in Johannesburg and recruited an eight-strong team of advisers as the company pursues a global expansion during 2018. The new office in South Africa’s largest city is led by Lourens Reichert. He and his team will focus on providing specialist financial...

01/03/2018

It's frequently an uphill battle for advisers to encourage individuals to take responsible action to control their own future.

Long-term savings for retirement is a well-established aspect of financial planning – but it is frequently an uphill battle to encourage individuals to take control of their future.

25/02/2018

Expat Assets is the client engagement page of Gerard Seal, Senior Associate with the Holborn financial advisory group. Holborn are a totally independent finical advisory company, regulated in the UK and in all markets in which they operate.

The four attributes that I look for in a client...

Financial planning is not a one-way process and I need to look for certain attributes in a potential client. These being…

1. They recognize the need for outside, professional expertise. Either because they’re busily focused on their own careers and family, they don’t have the time (or inclination) or lack knowledge to manage their own portfolio.

2. They are (or are trying to be) financially responsible. My clients must want to maximize their income and so be willing take the process of financial planning for their future seriously. They are willing to envision the future, are committed to making work an option and will sacrifice in the present to help secure the future.

3. They must be willing to hold an open and honest conversation regarding their current financial situation and their definition of future financial success.

4. They are good and nice people.

If these qualities describe you, then we should connect over the phone or a cup of coffee.

Email: [email protected]
Mobile Ph: +63 915 643 3977
Mobile UK: +44 7948 180 060
Office: +60 3 2731 9251 / +63 2 946 6305
Linkedin: https://www.linkedin.com/in/gerard-seal-41383345/
Skype: Gerard.Seal
Website: https://holbornassets.com/

18/02/2018

Holborn Assets adds Cyprus office

Holborn Assets is expanding with a new office in Paphos, Cyprus.

16/02/2018

Why let your pension die with you when you could pass it on to your next generation?

One of the great tax advantages of a Self-Invested Personal Pension or SIPP, is that they allow you to pass on your pension to your beneficiaries on your death. Your beneficiaries can normally choose to take the pension fund as a lump sum or leave it invested in a SIPP.

Lost your pension? We can find it for you!

Contact us now for a FREE consultation with a pension specialist.

Visit our page to see the full range of services we offer.

15/02/2018

Philippine Estate Planning: Not married but living together in the Philippines?

What happens if the breadwinner in the relationship dies?
Do you know the limitations Philippine estate law places on you and your partner?
The law can affect the ability to name a partner as a beneficiary to your estate, affecting the surviving partner’s rights to the other partners property and assets.

Don’t leave your partner in a mess when you’ve gone…contact us now for a free consultation.

Visit our page to see the full range of services we offer.