Wealth Management for Expats: Making Your Money Matter

It’s not uncommon for our clients to come to us with assets and a degree of wealth, but no clear plan on how to make the most of it. Maybe you have investments from years ago that made sense at the time, but now seem a bit…lost. Or perhaps you’re sitting on savings that aren’t working as hard as they could be?

At Three Sixty Financial, we’ll help you make your money matter. We’ll start by having a chat about what’s important to you – whether it’s funding your children’s university fees, enjoying a comfortable retirement, or leaving a legacy for your loved ones.

Recently we helped a client who had inherited a significant sum of money but felt overwhelmed by the responsibility. We worked with them to create a diversified portfolio to balance long-term growth with their need for financial security, ensuring their inheritance was managed wisely and aligned with their values.

We understand that wealth management is about more than just growing your money; it’s about securing your future and your family’s well-being. We support our clients at every step to get the results and give the the peace of mind they deserve.