What we're about
Gaining Trust
We work hard to become your friendly and approachable, go-to financial planning team. We offer sensible, transparent advice and win our clients’ confidence with honest and knowledgeable guidance that works.
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What we're about…
Working Smart
We work efficiently for our clients, adding value wherever we can by being pro-active, and making the most of our expertise by recognising and utilising the simplest, most effective financial planning solutions..
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Posted by Cedric Bernier | Nov 07, 2024
Living Abroad: A Guide for American Expatriates
Have you ever dreamt of residing overseas? Like many Americans today, you may be interested in a life overseas. While a move abroad requires careful consideration, it can be a…
Posted by Cedric Bernier | Feb 12, 2024
Why using an IRA as an American Expats?
Would you like to understand the reasons why using an IRA as an American Expats? For American expats charting their course abroad, the choice of a retirement savings vehicle plays…
Posted by Cedric Bernier | Feb 06, 2024
Brite Advisor USA ‘s & Interactive Brokers’ Account Suspension
Brite Advisor USA, an Australian financial advisory firm, has recently found itself embroiled in controversy as there has been a SEC complaint with the Securities and Exchange Commission (SEC). Currently,…
Posted by Cedric Bernier | Dec 22, 2023
Inherited IRA for American Expats or Non-US connected
Looking into Inherited IRA for American Expats or Non-US connected? Being an American expat brings more challenges when looking for ways to invest for your retirement and plan for your…
Posted by Cedric Bernier | Dec 13, 2023
Multi-Currencies Fixed Income Annuity for Expats
Are you an expat living abroad? You might be wondering if there are multi-currencies (USD, GBP, EUR) fixed-income annuity for Expats. Today we will review the kind of risks associated…
Posted by Cedric Bernier | Jun 12, 2023
Can I buy a Bank CD with FDIC protection as an American Expat living overseas?
Can I buy a Bank CD with FDIC protection as an American Expat living overseas? You live abroad and are an American expat? You might be wondering if you have…
Posted by Cedric Bernier | May 15, 2023
Your IRA in the US is closing? How to quickly roll over as an expat
Your IRA in the US is closing? As an American expat or US-connected individual with an IRA or Roth IRA in the US, it can be a really stressful situation…
Posted by Cedric Bernier | May 12, 2023
UK Pension rollover into 401K or IRA?
If you are researching UK Pension rollover into 401K or IRA, you may be wondering what are the main US and UK work based retirement plans? If you live in…
Posted by Cedric Bernier | Apr 05, 2023
How to become a Monaco tax resident?
Many people wonder where is the ideal place to retire and safeguard their assets against taxes. Governments of countries all over the world are finding new ways to impose new…
Posted by Cedric Bernier | Mar 13, 2023
Can American Expats keep an old address on their US brokerage accounts?
Americans living abroad have been told by their banks or brokerage firms that their accounts have been restricted or need to be closed. It is a really stressful situation that…