Financial Planning with Stefan Terry - Expat Wealth Care

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Financial Planning At Expat Wealth Care
Stefan Terry
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Expat Wealth Care help expats in the Middle East
with all matters of wealth protection, wealth
preservation and wealth creation through the
likes of medical cover, life cover, critical
illness cover, mortgage protection, savings
plans, international pension plans and the
management of UK pension transfers.
DO YOU WANT TO KNOW HOW?
Stefan Terry
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Let us first know Who is the best Financial
Planner?
Expat Wealth Care is an independent brand created
and operated by Stefan Terry. We provide advice
and guidance on the topic of financial planning,
solely focussing our strengths on the Middle
Eastern market. Expat Wealth Care is a Globaleye
operated enterprise, and as such, we are licensed
by the UAE Insurance Authority and registered
with the Ministry of Economy and Department of
Economic Development and under UAE Federal Law
(8) of 1984.
Financial Planner CR IO FG
What does a Financial Planner do?
The Financial Planner first makes a note of your
financial goals and its priorities. Then the
planner analyses your current financial
situation, recommends the right plan with proper
asset allocation, monitoring it regularly,
rebalance your portfolio from time to time based
on your changing life style and investment
opportunities.
The Pre-Work
Organize Make a habit to organize all your
financial papers and any documents which you
think may be important.
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The Financial Planning Team
Stefan Terry Bsc Hons CII Award - Chief Wealth
Officer
Paula Leonor - PA and Officer Manager
Stefan Terry
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Testimonials
Stefan Terry
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Investment Choices Investor can create wealth
through investment. Two types of investments are
available
Stefan Terry
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Market is continuously going up I am happy .
Market is continuously going down I am worried.
Market is tremendously volatile I am confused.
What should I do in these 3 different situations?
Rebalancing
The answer is
Stefan Terry
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Note Rebalancing does not mean that you are
buying at the lowest level and selling at the
highest level.
Stefan Terry
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Financial Planning is an on-going process..
And it secures you and your familys future.
Stefan Terry
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Disclaimer
This document has been prepared for information
sharing. Our views are only for reading purpose
and it should not be taken as an investment
advice. The readers are requested to make their
own investigation and take professional advice
from a Financial Planner to make the best
financial plan.
Stefan Terry
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Relationship beyond Financial Advising
Contact us at
Stefan Terry
Website
www.expatwealthcare.com