At The Principled Advisor, I provide evidence-based financial advice to internationally mobile clients who want to make the most of their wealth - wherever life takes them.
Whether you're settling into a new country, transitioning toward retirement, or reevaluating your investment strategy, I offer tailored advice to help you take confident steps forward.
Who I Work With
I primarily advise internationally minded individuals and families - including:
- New expats, who need to make sound decisions early in their overseas journey
- Experienced expats, who want a second opinion or a smarter investment framework
- Globally mobile professionals, preparing for life transitions or future relocation
- Clients with cross-border lives, navigating complex tax, currency, or residency issues
If you're seeking financial clarity and control - without the sales pressure - you're in the right place.
What I Help With
My advisory services are structured around key areas of financial life:
Financial Planning
Establish your path to financial independence and other key life goals. Together, we’ll design a plan that fits your resources, timeframe, and aspirations.
Retirement & Long-Term Savings
Your employer may not offer a pension - but that doesn't mean you're without options. I help you build a strategy for retirement, using tax-efficient global structures.
Investment & Wealth Management
Put lump sums or regular savings to work in a globally diversified portfolio, aligned with your risk profile and time horizon. I use an evidence-based approach that avoids speculation.
Tax-Efficient Structures
Whether you're on the move or preparing for future relocation, I can advise on tax wrappers, investment platforms, and structures that help you legally optimise your position.
Insurance & Family Protection
Shield your loved ones from the unexpected. I’ll help you assess and cover financial risks that could impact your family or lifestyle.
Investment Property
For clients with property ambitions, I provide objective input and strategic insight - whether it's part of your retirement plan or wealth diversification.
Legacy & Inheritance Planning
Create a strategy for passing on your wealth efficiently, aligned with your wishes and the jurisdictions that matter most.
How I Work
I offer independent, transparent advice - not product pushing. Our relationship is built on mutual trust, ongoing communication, and shared commitment to your long-term success.
You can learn more about my approach here:
Fees
My fees are always disclosed in full, before you make any commitment. Depending on your situation, I may offer:
- Fixed project-based pricing
- Ongoing advisory retainers
- Transparent implementation-based fees (where relevant)
If you have any questions at all, please get in touch. Or simply book a call for a time that suits you.