What We Do

We offer financial advice and services of the highest quality to Expatriates all over the world as outlined below. Our chosen method of management is "Bottom Up".

1. Financial Analysis
All new Phoenix clients are given a full and indepth assessment of their current financial situation, short and long term goals. From here we are in the best position to recommend the right course of action to take.

2. Continued Assessment
From then onwards a client, where possible can expect continued assessment, with consultants endeavouring to meet each client personally every year.

3. Detailed Report
A detailed report of how a client's investments have fared is sent out or presented a minimum of 3 times a year. This report also contains any other investments, assets and liabilities that the client wishes to disclose. This is an important tool which helps both client and consultant see the bigger picture and as a result make more informed decisions.