Expat Wealth Care have many strategic relationships with financial institutions and investment companies, subsequently enabling us to provide access to a plethora of investment opportunities in the form of Mutual Funds, Exchange Traded Funds (ETF’s) and Direct Equitie. We work closely with JP Morgan, Fidelity, Schroder, Vanguard, PIMCO, Morgan Stanley, Templeton, Invesco and Cannacord Genuity Wealth Management to name a few.

1. 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.
Welcome To Expat Wealth Care
Call Us : +971508894735
Email : info@expatwealthcare.com

2. About Us: Company Summary
• 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.
• We provide advice to expats and locals in the UAE, with all aspects of
tax efficient savings and financial planning to ensure that time spent in
the UAE is time well spent from a financial point of view.

3. • Estate Planning for HNWI’s
• Investment Advice & Portfolio Management
• Retirement Planning
• Sipps, Qrops & Qnups
• Education Planning
• Life Assurance
• Critical Illness Cover
• Life Assurance for Mortgages
• Key Man Insurance
• Currency Exchange
Our Wealth Solutions

4. Stefan Terry Bsc Hons CII Award
Stefan has been working in the Middle East since 2007.
His very thorough and meticulous methods of client
management and his breadth of knowledge in the
offshore investment market has developed his client base
at an incredible rate. His superior work ethics along with
his professionalism and his knowledge are all traits that
his clients always praise.
Paula Leonor
Paula has been working at Expat Wealth Care since 2011
and is certainly an integral part of the business. Paula has
a breadth of experience in various administration roles,
previously working in the Philippines.
Our Team

5. These days, planning for the cost of your children’s education is becoming an
absolute necessity due to educational costs all over the world increasing at an
alarming rate.
Investing in your little genius, will become undoubtedly one of the most powerful
investments that a parent can ever make. A happy and successful child is something
that every parent wishes for.
Education Planning

6. Investment Advice & Portfolio Management
Expat Wealth Care have many strategic relationships with
financial institutions and investment companies, subsequently
enabling us to provide access to a plethora of investment
opportunities in the form of Mutual Funds, Exchange Traded
Funds (ETF’s) and Direct Equitie.

7. Key Man Insurance should be considered for all business owners to protect the
future endeavors of their business and to ensure business continuity.
Key Man Insurance (also know as Key Person Insurance) is a life and/or disability policy
taken out by the business as a beneficiary in the event of death or disability to key
person(s) in the business.
Key Man Life Insurance Policy

8. Life Assurance for Mortgages
Life Assurance is a pre-requisite for many banks around the
world, for the approval of a mortgage.
This will ensure that no property debts are left to your family
in the event of your demise.
We work closely with many global insurance providers and
we are able to scan the market place to ensure that we can
offer not only the best cost but also the best overall
protection package that best suits your exact requirements.

9. Sipps, Qrops & Qnups
SIPP (Self Invested Personal Pension) are more intended for those planning to
retire in the UK, or if the pension is of a relatively small size. A SIPP falls under
the HMRC tax laws in the UK, so tax is applicable at drawdown if residing back in
the UK.

10. Retirement Planning
Retirement planning is something we
all have to address at some point in
our lives. Some individuals will be
looking to maximise on what they
already have in place for retirement
and others will be looking to build up
the retirement pot throughout their
working career to ensure the best
possible retirement.
The correct planning for retirement at an early age can
ensure a perfect retirement from a financial point of
view. Leaving this too late can have dramatic effects on what
can be labelled as the ‘longest holiday of your life’.

11. Life Assurance
Life Assurance is quite simply, the foundations of financial planning.
It ultimately offers protection in the event of your demise for various purposes,
such as follows:
Covering the debt on a mortgaged property. This protects your family and
ensures a debt is not left in their hands.
Covering the cost of your children’s education. This ensures that they can still go
through education as you had originally intended.
Providing an income for your family.
Planning for inheritance tax (IHT) liabilities.

12. Media Centre
The Expat Wealth Care Media Centre is here to
keep you up to date with news and developments
in Wealth Management across the globe. The
articles included are those that we feel will be of
most interest to our clients and to perusers of our
site. If you feel there are articles that we are not
including but we should include please contact us
at info@expatwealthcare.com with more
information and we’ll happily look into this for
you.
Pension Advice For The Twenty-
Somethings: Start Early And Save Big

13. Testimonials
” Stefan is an extremely rare breed of Financial Advisers. He is very generous with his
time, advice and insights. He literally haunts you to do the right moves versus many
others who seal the deal and move on to the next client, and guess what, I’m always
benefiting from his valuable habit. With Stefan, you get the true benefit of expertise
and integrity (quite rare in the world of finance lately). He is young but blessed with
patience and wisdom. Where was he 17 years ago….good people deserve to have
their own Stefan managing their wealth”.
Omar Kabbani Managing Partner at Lighthouse UAE

14. Website : www.expatwealthcare.com
Contact Expat Wealth Care