About
About
Here to help
As a parent and professional, I am aware there are future aspects that are commonly overlooked, which is where I come in - for example: the cost of higher education, succession planning, long-term inflation effects, or simply an awareness of traditional and innovative ways to grow your wealth.
My years of experience in the industry have built my expertise in the global markets and its ever-changing landscape. This keeps me always up to date on the latest trends, and the most competitive products available in conjunction with innovative strategies I can tailor to suit your individual needs.
I understand that organising your finances can be unfamiliar or even daunting, however, I am here to regularly communicate updates and answer any questions you have so that you can always make an informed decision.
So what should you expect from a first meeting and working with me?
Thinking Ahead
My approach is to be transparent and to ensure our relationship is a collaborative one. While helping you plan for your future as well as your current needs, I will also look at aspects that may not be at the forefront of your mind. Some examples but not limited to include the benefits offshore jurisdictions, ways to mitigate potential tax liabilities, income, capital gains, and inheritance for your children.
Clear and Regular Communication
Having the ability to meet in person or online, I am here to provide you with researched and up to date, detailed answers to any questions you may have and as regularly as needed. It is important to me that you have full understanding of the solutions I present and confidence in ongoing support. This is so that you can ultimately make the right, informed decisions.
Everybody Can Benefit
Regardless of your age, profession, or knowledge, everyone can reap the benefits and value of tailor-made financial advice. Be it to help you maximise your current expat status, or simply saving and growing your money as efficiently as possible. Everyone has different priorities; therefore, it is important to have an advisor who truly listens and whom you can trust to guide you through all possible scenarios.
About
NEBA Wealth Management
OUR ETHOS
Why NEBA Wealth Management?
Independence
As an independent financial brokerage, our focus is solely on serving our clients in the best way possible and acting in their best interests. We are not tied to any particular financial products or institutions. This leaves us open to give impartial advice and thus the best service possible to our clients.
Comprehensive Approach
A professional wealth manager will do much more than just manage your investment portfolio. We look at every part of your financial life, including your goals, your retirement planning, your estate planning, business succession, all taxes and your children’s education fee planning to help secure your future.
Relationship Management
We understand the value of our client relationships. We always go beyond the call of duty to understand your goals and challenges. By deeply understanding you and your individual situation – your life, your attitude, your tolerance of risk, and your plans for yourself and your family – we are able to build a strategy that’s perfectly customised to your specific needs.
EXPERIENCE IS EVERYTHING.
Our team of experts are all seasoned professionals, all of which have industry credentials and accreditations to their names. Whether or not you live in a country that has high regulatory standards, rest assured that NEBA employees do in each office. Our principles are that of the highest esteem and kept that way. These ethics are always prevalent in our commitment to our clients.
SERVING CLIENTS WORLDWIDE
Global Presence
Services
Holistic Approach to Financial Planning
Whatever your needs, we research the global markets, consult with technical and tax advisers alike to find the solution, bespoke to you and your families specific needs.
Foreign Exchange
