Plan for Tomorrow,
Enjoy Today
Tailored financial solutions for expats in Asia and the Middle East. Independent, fee-based advice you can rely on.
Understanding Your Unique Financial Needs
We believe in building lasting partnerships, not just transactions. That’s why we turn the usual financial advisor approach on its head. We take the time to understand your unique needs and aspirations, whether you’re looking to make the most of your existing investments, plan for retirement, or protect your wealth for future generations.
We all have unique financial paths, with different goals and priorities at each stage of life. Take a look at the financial life cycle stages and see where you fit in. No matter where you are on your journey, we can help you move forward with confidence and clarity.
How We Can Help You
Wealth Creation
We take a different approach to wealth creation. It’s about building long-term relationships, understanding your unique needs, and creating a solid financial foundation before jumping into complex investments. We’re here to help you achieve your financial goals with confidence and peace of mind.
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Savings and Investments: Build a solid financial foundation through diversified investment strategies and regular savings plans.
Retirement Planning: Plan for a comfortable retirement with personalised strategies tailored to your expat circumstances.
Education Fee Planning: Secure your children’s future with dedicated education savings plans and investment options.
Property Purchase: Navigate the complexities of buying property in the Far East with expert guidance and support
Wealth Management
We’ll start by understanding your goals – whether it’s providing for your children’s future, enjoying a comfortable retirement, or leaving a lasting legacy. Then, we’ll create a plan that’s tailored to your needs, helping you make informed decisions to secure your future. You’ll be supported at every step of the way.
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Protected Investments: Safeguard your capital with investment solutions that offer a degree of protection against market volatility.
Pension Analysis & Advice: Understand your pension options and optimise your retirement income with expert guidance.
Portfolio Management: Let our experienced advisers manage your investment portfolio, ensuring it aligns with your goals and risk tolerance.
Wealth Protection
Building wealth is essential, but protecting it is just as important. We’ll help you safeguard your assets from life’s unexpected events, like illness or job loss, with the right insurance and financial strategies. We’ll also help you protect your wealth from external influences and ensure its passed on according to your wishes.
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Critical Illness & Life Insurance: Protect your loved ones financially in the event of unexpected illness or death.
Wills & Trusts: Ensure your assets are distributed according to your wishes with professional estate planning services.
Estate Planning: Plan for the future and protect your legacy with comprehensive estate and succession planning solutions.
Tax Advice
Don’t let taxes eat into your hard-earned wealth. Our investment and tax specialists work together to create a strategy that maximises your returns and minimises your tax liabilities.
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Tax Mitigation: Minimise your tax burden through strategic planning and legitimate tax-saving strategies.
Tax Deferral: Explore options for deferring tax liabilities and maximising your long-term financial goals.
Pension Optimisation: Optimise your pension contributions and withdrawals to ensure tax efficiency and maximise your retirement income.
Years of management experience
Global clients
£125m
+ Assets
managed
The year we became regulated and licensed
Why Choose 360 Financial?
Independent and Impartial Advice:
We’re not tied to any specific financial products or providers, so you can trust that our advice is always in your best interest.
Experienced and Expert Advisors:
Our team has decades of experience in the financial services industry, both in the UK and Southeast Asia. We’re passionate about helping you achieve your financial goals.
Building Trust and Foundations:
We believe in building long-term relationships with our clients, based on trust and mutual understanding. We’ll take the time to understand your needs and put the groundwork in place, even if it doesn’t immediately generate revenue, because we know that a strong foundation is essential for long-term success.
Client-Focused Approach:
We understand that everyone’s financial situation is unique. We’ll take the time to get to know you, assess your current assets and investments, and help you make the most of what you’ve already built.
Based in Asia, for You:
We’re based in Southeast Asia, living and working in the same time zone as you. This means we’re readily available to provide support and guidance whenever you need it.
Expat and Local Team:
For our expat clients, we understand the unique challenges and opportunities that come with living and working abroad. Our team includes expats who have firsthand experience navigating the complexities of international financial planning.
Financial Life Cycle Stages
Formative Stages (Ages 0-19)
Building a strong understanding of finances and the value of saving and investing.
Building the Foundation (Ages 20-29)
Establishing financial independence, managing debt, and developing good money habits.
Early Accumulation (Ages 30-39)
Growing your net worth, diversifying your investments, and starting to plan for the future.
Rapid Accumulation (Ages 40-54)
Accelerating wealth creation, focusing on retirement planning, and protecting your assets.
Financial Independence (Ages 55-69)
Enjoying the fruits of your labour, optimising your retirement income, and pursuing your passions.
Distribution Years (Ages 65+)
Ensuring your wealth supports your retirement lifestyle and your loved ones' future.
Conservation Years (Ages 70-84)
Preserving your wealth, managing risk, and planning for your legacy.
Get a Clear Picture of Your Finances
Take control of your financial future with our complimentary Financial Health Check. This quick and easy assessment will help you map your assets, understand your current financial environment, and identify areas for improvement and opportunities for growth.