United Advisers - Luxembourg

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Case Studies

expat swiss solution wealth

The right solutions for different life stages

Seong was a busy expat living and working in Switzerland when we met him in 2016. He hadn’t before worked with a financial adviser so was, understandably, a little skeptical about what an adviser could do for he and his family. Fortunately, Seong was open-minded enough to allow us to look into his financial situation …

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education fees investment

Using the correct time horizons to reach investment goals

Andres and his wife have a clearly defined goal when it comes to their investments: to save for their three young children’s future education. While university is still a few years away for their eldest child, they are on track thanks to having made smart decisions based on sound financial advice. But it wasn’t always …

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Early retirement planning

Mark is a 28-year old professional, newly based in Luxembourg. He has the ambition to retire at 55 years old, 12 years before his State retirement age. We discussed his standard of living and considered factors like property purchases and future income increases from promotions. From this we agreed that, to preserve his current standard …

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