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Are you currently on board a yacht? ---YesNo
What is the name of the yacht?
What is your position on board?
Are your wages paid into an account in the same currency? ---YesNo
Do you submit a tax return in your home country and are you definite on your residency? ---YesNo
If you had an illness or injury, are your on-board level wages covered for the future? ---YesNo
Are you investing part of your earnings to ensure a healthy financial future? ---YesNo
If you have an adviser, are they fully regulated by your home country? ---YesNo
If you can answer "no" to any of these questions you could benefit from a review with us. Our Wealth Manager, Oliver Maher, would love to meet up with you. What time suits you?
---Thursday 18th June amThursday 18th June pmFriday 19th June amFriday 19th June pmSaturday 20th June amSaturday 20th June pm
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Email us your contact details and we’ll call you when it suits you
Country of residenceBELGIUMFRANCEGERMANYLUXEMBOURGNETHERLANDSSPAINSWITZERLANDUNITED KINGDOMUSAAUSTRALIAAUSTRIACROATIACYPRUSCZECH REPUBLICDENMARKFINLANDGREECEIRELANDITALYMEXICONEW ZEALANDPHILIPPINESPOLANDPORTUGALSOUTH AFRICASWEDENOTHER
What are you interested in?
Lifestyle Financial PlanningPensions/ Retirement PlanningPillar 3 pension reviewInvestmentsTax AdviceRegular SavingGeneral enquiryOverseas Property
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“Focus on your individual needs: where your money is lying, how much cash you need, insurance; what will you need in retirement and when will you need it by?”
