Regular Savings

For many, working overseas may be the best opportunity they will ever have to develop personal wealth.

Many expatriates find the opportunity to invest surplus income to develop a large amount of tax-free capital highly attractive. 

There are a many institutional insurance and investment companies that provide regular savings products tailored to expatriate needs.

Investment into regular savings programs is a subject that should be discussed with an experienced and qualified financial adviser. Regular savings products are not all the same. One product may offer features and benefits suitable to the long-term investor, yet will not be suitable to the short-term investor and vice versa.

Nothing is forever, so flexibility is the key!

Below are questions to consider and discuss with your adviser.

How long will I be overseas?

Will I be able to maintain contributions if I repatriate? 

Would an investment that allows the flexibility to adjust the amount of contributions be advantageous?

Over what term will I need to hold my investment before it can be realised?

Will I require full, partial or staged access to my money?

Following discussion BGFS Associates will provide a recommendation of what is believed a suitable savings vehicle aimed at matching individual requirements..

Please contact us to discuss a method of regular savings, tailored to your circumstances.