Planning for tomorrow
Whether you are at the start of your journey, or have a pension in place, as expat it is important to understand the options available to you.
Managing existing pensions
We can help with the management and consolidation of existing pensions.
International and offshore retirement plans
A saving and investment vehicle designed for expats and international workers, but there is no one-size-fits-all. We can advise you on the right choice for you.
Onshore structures
We can guide you in areas such as UK National Insurance, Superannuation, CPF investments and the Singapore Retirement Scheme.
Time horizons
Retirement is something which eventually comes to us all, but the last few years of your working career can disappear in a flash. The earlier you start planning, the more control you retain and the greater visibility on what you will enjoy in retirement.
Time horizons
Retirement is something which eventually comes to us all, but the last few years of your working career can disappear in a flash. The earlier you start planning, the more control you retain and the greater visibility on what you will enjoy in retirement.
Cash flow analysis
Projecting investment returns, the cost of living and income requirements in retirement should start many years in advance. Analysing your cash flow in various scenarios allows you to make adjustments in the short-term which have significant long-term benefits. Walking into retirement with high expectations but no preparation can be a recipe for disaster. We remove that risk.
Cash flow analysis
Projecting investment returns, the cost of living and income requirements in retirement should start many years in advance. Analysing your cash flow in various scenarios allows you to make adjustments in the short-term which have significant long-term benefits. Walking into retirement with high expectations but no preparation can be a recipe for disaster. We remove that risk.
Tolerance to risk
We all have a different tolerance to risk which is often dictated by assets, investments, and regular income. Here at Synergy Wealth, we avoid the one-size-fits-all approach, preferring to look at each client as an individual. Regular reviews ensure that your retirement plan will always reflect an appropriate, personalised attitude to risk.
Tolerance to risk
We all have a different tolerance to risk which is often dictated by assets, investments, and regular income. Here at Synergy Wealth, we avoid the one-size-fits-all approach, preferring to look at each client as an individual. Regular reviews ensure that your retirement plan will always reflect an appropriate, personalised attitude to risk.
Financial advice in retirement
When it comes to your investments, it is important to recognise the value of post-retirement financial advice. Here at Synergy Wealth, we appreciate that your retirement date is just the start of a new chapter in your life. This chapter is a blank page, ready for you to live your dreams and enjoy retirement in a bubble of financial security.
Financial advice in retirement
When it comes to your investments, it is important to recognise the value of post-retirement financial advice. Here at Synergy Wealth, we appreciate that your retirement date is just the start of a new chapter in your life. This chapter is a blank page, ready for you to live your dreams and enjoy retirement in a bubble of financial security.