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YOUR GOALS
Where You Are Now
You are working and living away from home, maybe for a few years or maybe on short assignemtns. You’re not likely to be abroad forever. You’ll want to return to your home country or another new one to live, retire or semi-retire. You’ll probably end up living between two or more homes in different countries, one for Summer, one for Winter and even one for recreation. Or maybe on that 120 ft yacht moored at Crews Inn marina!
You Are Fortunate
Probably the greatest wealth-creation asset that internationally minded expatriates, professionals, entrepreneurs, business owners and diplomats have over their stay-at-home colleagues is FOCUS. The cause of this focus is above average motivation. What’s behind the motivation is your private affair. But it’s the spark that’s lifted you into orbit.
Your Goal – to Enjoy it ALL?
The global affluent society is growing faster than at any time in history. Our children and their children will live a very different lifestyle to the one we grew up with. They will not live their lives out in just one country. When you decide upon your goals and make your financial plans and draft your will (or wills if you have immovable assets in more than one country) you should think far ahead to where you can see it all going. If you want to spend it all before you go, that’s a simple but effective plan. But if you want to leave a legacy you need some serious professional input in this new millenium.
Goal Definition the Key
Our Team can fine tune your financial plans to perfection, with the lowest tax burden, the lowest transaction cost, the best contingency planning, the best asset allocation, the best asset protection, the best legacy structures and cheapest loans. But you will still fail if your goals are not very well defined from the outset and constantly reviewed, updated and changed – to suit the changing or unexpected future, with competent and trusted advisers.
Then Comes the Plan
Do you have several personal, family, career or business goals? Or perhaps you have one MEGA GOAL that people would say ‘WOW’ and step back in disbelief and awe? Either way, small or big, you are sure to have a PLAN of some kind – in your mind or in your filing cabinet. Everybody has a Plan, no matter how modest. Only the confident seem to admit it!
YOUR (inner, core, secret, crazy) PLAN should always be the primary benchmark from which all other plans are made (for you or with you). No Financial Planner or Advisor should be allowed to alter the ethos and focus on your life's dreams. Instead make sure they UNLOCK the doors holding you back from achieving your goals. We like to say:
GOLDING CONSULTING will do for you - what you
would do for yourself - IF you had the knowledge, the
expertise, the connections - and the TIME to do it for
yourself.
As a globally mobile person you may have the noblest Goals and the best Plan in the world. But what you do not have is time and easy access to impartial financial, fiscal and legal expertise. The offshore and international financial markets are growing at a rapid and confusing pace. How do you expect to keep up with all this unless you surround yourself with a dream team of professional resources? You need to turbo charge your Plan with a professional team.
What Does it Cost?
There are two costs in turbo charging your Plan, the cost of doing it right and the cost of doing it wrong (or not at all). Which do you think is greater? You alone know the answer to the latter since you will akways experience the cost of inaction or failure in more than just monetary terms. Why not give us a call or send an email so you can gain the benefit of our many decades of collective experience helping people just like you to get there quicker, safer and with less stress!
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