WorldWideBroker - Financial Services for Expats


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WorldWideBroker - Financial Services for Expats

  1. 1. WorldWideBroker Financial Services for Expats
  2. 2. <ul><li>Largest and most established IFA in The Netherlands specializing in dealing with the Expatriate market. </li></ul><ul><li>Head office in Netherlands, branch offices in Spain and Geneva, expatriate clients across the globe </li></ul><ul><li>Fully regulated and authorized by the Netherlands AFM ( Authorities Financiele Markten), </li></ul><ul><li>Peace of mind that you are dealing with qualified investment specialists. </li></ul>WorldWideBroker Who we are
  3. 3. <ul><li>Expats advising expats </li></ul><ul><li>A history dating back to 1991 in The Netherlands, combining many years of International Financial Planning experience </li></ul><ul><li>A company that brings back the personal touch to investing that is so often lacking within the banking world! </li></ul><ul><li>Completely Independent allowing us to tailor investments to meet our clients needs (not a “one size fits all!” approach) </li></ul>WorldWideBroker What makes us different
  4. 4. <ul><li>Initial exploratory meeting </li></ul><ul><li>Bespoke financial planning schedule </li></ul><ul><li>Independence means the best products ad investments available </li></ul><ul><li>Ongoing service to remain on track to achieve objectives even as circumstance change </li></ul><ul><li>We seek long term relationships, even after relocation </li></ul>WorldWideBroker How we work
  5. 5. <ul><li>Holistic Financial Planning </li></ul><ul><li>International & Local Dutch Solutions </li></ul><ul><li>Retirement Planning </li></ul><ul><li>Offshore Savings </li></ul><ul><li>Education Fee Planning </li></ul><ul><li>Life and Health Assurances </li></ul><ul><li>Wealth Management </li></ul><ul><li>Mortgages </li></ul>WorldWideBroker What we offer
  6. 6. Who we work with… <ul><li>A+ Stable Banks, Institutions and Fund House’s </li></ul><ul><li>Deal with the top 20 out of 100 Insurance Groups </li></ul><ul><li>Provide Advice on the top 500 out of 4,500 Funds </li></ul>
  7. 7. International or Local Solutions?? <ul><li>A question that many expatriates will ask is: </li></ul><ul><li>“ Should I use, local , domestic solutions to address my financial planning needs or would making use of , international financial planning products be better suited to my long term goals?” </li></ul><ul><li>Answer: </li></ul><ul><li>Dependent upon your situation and desires </li></ul>
  8. 8. An International or Local Solution?? <ul><li>Are you likely to retire to The Netherlands? </li></ul><ul><li>Do you value having the ability to contribute to your investments using different currencies? </li></ul><ul><li>How important is flexibility to you? </li></ul><ul><li>Do you have a family whom you would like to pass on your assets to </li></ul><ul><li>How important is having a wide choice of investment strategy? </li></ul><ul><li>At WorldWideBroker we are able to advise clients on both local and international solutions though we often find that the international solutions tend to be more attractive to expatriates </li></ul><ul><li>Why? </li></ul>
  9. 9. International Products <ul><li>Grow Tax-Free </li></ul><ul><li>Costs and management charges are often lower than domestic counter parts </li></ul><ul><li>If used for retirement planning you are not committed to an annuity upon retirement – you are free to take it all as a cash lump sum, leave some invested or take a combination of both </li></ul><ul><li>Total value of fund is passable to your beneficiaries upon death </li></ul><ul><li>More freedom over what you invest in and subsequent management of investment funds </li></ul><ul><li>No ‘natural’ tax liability upon maturity </li></ul><ul><li>Greater levels of flexibility </li></ul><ul><li>Completely geographically portable </li></ul><ul><li>Literature and contracts in English </li></ul>
  10. 10. Local, Domestic Solutions <ul><li>Contributions may receive tax relief with tax being paid when benefits are received </li></ul><ul><li>Can use for retirement and pension planning </li></ul><ul><li>Though charges on local, domestic, products have been historically high, the local domestic market is becoming increasingly competitive which is seeing costs for local products come down </li></ul><ul><li>In the case of retirement plans will pay a local, taxed, income </li></ul><ul><li>Suited to those who are likely to retire to The Netherlands </li></ul>