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Plan by Goal

International / Expat Planning

Save while abroad, support family and prepare for future goals or a move.

The goal, timing, countries and intended beneficiaries inform the choice of investment structure.

Choose the structure around your goal

Purpose — What is the money for?
Timing — When will you need it?
Country — Which jurisdictions matter?
Beneficiaries — Who should receive it?
Direct holdings — Own investments directly
Investment platform — Hold and administer investments
Portfolio bond — Insurance contract holding investments

Goals first. Structure second.

There is no universally best structure. Compare the role, eligibility, access, costs and legal or tax context.View full size
01

Find the pathway for your circumstances

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02

Organise saving around your goals

Give your monthly savings a purpose
03

Test different retirement locations

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