Offshore Planning

Service Description

In this session, I'll help you discover the Offshore Banking & Residence- & Citizenship-by-Investment options that are available, and provide you with a mental framework of thinking to enable you to decide on the best Offshore Banks and passport progams for you. During the 1 hour consultation, I'll provide you with: i. A personalised financial plan in Excel and Google Sheets ii. A PowerPoint presentation that explains the top Offshore Banking destinations & Offshore Banks iii. A PowerPoint presentation that helps you navigate what second passport might be a best fit for you. iv. Professional financial advice on how to move your money offshore. After the 1 hour consultation, I'll onboard you as my client with no additional fees, providing you with ongoing support and monitoring of your financial plan, as well as any further assistance you may require.