18th November 2017

Financial Planning

Savings & Investments

Everyone needs to save for all different life events whether its for their retirement, buying their first home, or simply to build wealth. At Crystal Asset Management we can show you how this is possible and the best way forward for you to achieve your financial goals.

Retirement

At Crystal Asset Management we offer bespoke pension planning for our clients in order to find the best retirement solution for your personal needs.

Education Fee Planning

Every parent wants to ensure their child gets the best possible start in life. Ensuring that start with a quality education requires research and planning.

Life Insurance

Life assurance should be an essential part of your long-term financial planning, as the aim is to provide you with the peace of mind that your family and loved ones are protected in the event of your premature death, no matter where you live in the world.

Health Insurance

Health Insurance is an insurance that every individual needs in order to protect themselves or family, if they got sick and required medical treatment. At Crystal Asset Management we can provide competitive packages from the largest providers across the globe.

Offshore Banking

When you move to a new country one of the first things you need to sort out is where you will bank. It the first step towards finding a safe place for your regular income or your salary and a place where access to your funds is simple and effective. Yet the location of the respective cashpoint nearest to your home or work is not all you need to consider.

Portfolio Management

Portfolio management is the art and science of making decisions about investments, matching investments to requirements, asset allocation for individuals and institutions, and also balancing the risk against performance. At Crystal Asset Management we provide a hands on bespoke service for each of our clients to ensure their money is working harder for them.

Pension Transfer

Is your pension back home frozen? Are you worried you are not getting the kind of returns you were expecting from an old company pension. Meet one of our advisors to discuss the pension options available to you as an expatriate living abroad.

Estate Planning

We cannot stress enough the importance of advanced planning of all your income, assets and property portfolio for example. The process of anticipating and arranging, during a person’s life, for the management and disposal of their estate after death is a necessity, to ensure your loved one’s receive any assets in a tax efficient and structured manner.
Top