Our Services
At Clarity Global Wealth, we offer personalised financial advice tailored to the unique needs of expatriates around the world. Whether you're building your wealth, planning for retirement, or preparing to leave a legacy, we deliver one-to-one advisory support that adapts across borders, tax systems, and life stages.
With over 25 years of international wealth management experience, we understand that no two clients — or countries — are alike. That’s why our solutions are built around your goals, your timeline, and the jurisdictions you operate in.
Retirement & Education Planning
For those planning 5 to 15 years ahead, we structure portfolios that balance long-term growth with future income drawdown.
We focus on liquidity, tax efficiency, and jurisdictional flexibility — so you can retire with confidence.
Managing wealth across borders is complex. We guide you through local tax rules, dual reporting, and asset positioning — helping you reduce inefficiencies and avoid unexpected liabilities.
Cross-Border Tax & Financial Planning
Protect your family’s future with cross-border inheritance structures, tax-optimised wealth transfer, and asset protection strategies.
Whether you're passing wealth to children in a different country or planning multi-generational gifting, we’ll build a structure that works across borders.
Legacy & Estate Planning
We help you secure lifetime income through carefully selected annuities and protected income products.
These provide stability in an uncertain world — ideal for expatriates needing consistent, tax-efficient income or looking to meet residency income thresholds.
Guaranteed Income Solutions
Pension Consultation
We help expatriates make informed decisions about their pensions.
Whether you're relocating, consolidating pensions, or approaching retirement, we provide clear, cross-border advice tailored to your goals, tax position, and country of residence.
Have savings, property sale, or bonus to invest? We’ll assess your goals, time horizon, and residency to tailor an investment strategy — whether capital growth, income generation, or capital preservation is your priority..
Lump Sum Investment Management
Managing wealth across currencies is critical for internationally mobile clients.
We provide guidance on holding, transferring, and converting funds across jurisdictions — helping you minimise costs, reduce currency risk, and make strategic use of multi-currency accounts for investments, income, or property purchases abroad.
Global Currency Exchange
We use regulated financial products to enhance tax efficiency, simplify succession planning, and provide regulatory clarity across jurisdictions — particularly valuable for mobile individuals and international families.
Trusts & Insurance-Based Structures
Contact us
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