With 20 years of experience supporting expatriates throughout their financial journeys, including many who have since returned home, I emphasize maintaining long-term relationships with my clients. My mission is to provide a reliable source of trusted advice as their financial needs evolve over time.

As a financial advisor at an independent advisory firm, I analyze my clients’ unique situations and deliver unbiased advice tailored to their goals, including:
– Designing complementary pension plans through diverse investment products
– Optimizing tax strategies
– Enhancing succession planning
– Taking over existing plans to improve portfolio management, service quality, or reduce costs

I have worked closely with high-net-worth individuals and senior executives to effectively manage their assets. Additionally, I am pleased to assist younger clients starting their financial journeys. My clients are typically entrepreneurs or professionals employed by large multinational corporations.