- Tax efficient planning
As a globally experienced financial adviser specialising in wealth management for expat clients, I am fully conversant in managing investment portfolios and introducing my clients to personalised and innovative investment strategies for their medium and long-term goals. I adopt a pragmatic and proactive approach, and believe that collaborating with clients and cementing trust leads to the best results. Be it planning, consolidating, growing or positioning wealth, I have the industry knowledge and expertise, and I pride myself on keeping up-to-date with the latest global trends to help you plan for a brighter future.
I have no hesitation in recommending Benjamin Sharvell as your chosen Financial Advisor. I have known Benjamin for over 5 years now during which time I have come to know him very well as a trusted and knowledgeable advisor in the financial investment sector and, for me specifically, expat advice. He takes time to fully understand your status and needs, and research and recommend the most appropriate options to grow your wealth. Without pressuring you into any investments, he makes time to go over the options again and again if necessary until you fully understand and are comfortable with his proposals. Furthermore he is very flexible on giving his time and locations to meet. I can't recommend him highly enough.
Benjamin helped us find a suitable investment vehicle for us itinerant expatriates: a tax-shielded trust fund set up for our retirement and inheritance plan. He found pragmatic solutions even as we moved countries to continue supporting us.
I have been a client of Benjamin's for approx. 6 years now. I have always found him to be very knowledgeable in the workings of financial markets, reliable, honest and client-focused. He is also not pushy in the way that many other consultants are who are working in the same industry,
I decided early on in my expat career to make sure that my finances are properly taken care of and I have been working with DeVere ever since I moved to Dubai in 2008. Since my transfer to Vietnam in July 2017 I have been a client with Benjamin and I am more than satisfied with the service that he is providing. The main reason for this is that I genuinely feel that he has my best interests in mind - there is no hidden agenda or any push towards a certain financial product that needs selling. He is also cautious and knowledgeable and we have good conversations about the financial global market as a basis for decisions on what to do with my portfolio. I recommend Benjamin to any person who needs professional and unbiased support with his or her finances.
I have known Benjamin since 2015. He has been a fantastic counsel and someone who I could always rely on to come up with solutions for my investments, based on my objectives, needs and risk profile. Benjamin has proved to be a money maker for me with the investments he suggested and I have recommended him to a number of my friends, who too, have gone by Benjamin's recommendation and profited from his advise.
Whatever your requirements, we research the global markets, consult with technical and tax advisers alike to find the best solution, tailored to you and your family's specific needs whilst in Vietnam and if you relocate.
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NEBA Wealth Management is a division of the NEBA Financial Solutions Group. The NEBA Group is an investment company that has terms of business with over 160 Financial Advisory Firms around the world, providing bespoke investments and model portfolios. There is a high chance that you or someone you know is already receiving advice from NEBA directly or indirectly. In 2016, NEBA Financial Solutions Ltd hired inhouse Financial Advisors to bring NEBA advice to the general public in Malaysia. This direct advice is now available in Vietnam and a number of other countries, and only expanding further.