best investment vehicles plans dubai, abu dhabi & uae | expat wealth care
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Expat Wealth CareExpat Wealth Care help expats in the Middle East with all
matters of wealth protection.
Call Us : +971508894735
About Us
Expat Wealth Care is an independent brand created and operated by Stefan Terry.
We provide advice and guidance on the topic of financial planning, solely focussing our strengths on the Middle Eastern market.
Expat Wealth Care is a Globaleye operated enterprise, and as such, we are licensed by the UAE Insurance Authority and registered with the Ministry of Economy and Department of Economic Development and under UAE Federal Law (8) of 1984.
Our TeamStefan Terry Bsc Hons CII AwardChief Wealth OfficerStefan has been working in the Middle East since 2007. His very thorough and meticulous methods of client management and his breadth of knowledge in the offshore investment market has developed his client base at an incredible rate.
Paula Leonor
Paula has been working at Expat Wealth Care since 2011 and is certainly an integral part of the business. Paula has a breadth of experience in various administration roles, previously working in the Philippines.
PA and Officer Manager
Our Wealth Solutions
Estate Planning for HNWI’s Investment Advice & Portfolio Management Retirement Planning Sipps, Qrops & Qnups Education Planning Life Assurance Critical Illness Cover Life Assurance for Mortgages Key Man Insurance Currency Exchange
Key Man InsuranceKey Man Insurance should be considered for all business owners to protect the future endeavors of their business and to ensure business continuity.
Key Man Insurance (also know as Key Person Insurance) is a life and/or disability policy taken out by the business as a beneficiary in the event of death or disability to key person(s) in the business.
Retirement PlanningRetirement planning is something we all have to address at some point in our lives. Some individuals will be looking to maximise on what they already have in place for retirement and others will be looking to build up the retirement pot throughout their working career to ensure the best possible retirement.
Life AssuranceLife Assurance is quite simply, the foundations of financial planning.
It ultimately offers protection in the event of your demise for various purposes, such as follows:
Covering the debt on a mortgaged property. This protects your family and ensures a debt is not left in their hands.Covering the cost of your children’s education. This ensures that they can still go through education as you had originally intended.Providing an income for your family.Planning for inheritance tax (IHT) liabilities.
Investment Advice & Portfolio ManagementExpat Wealth Care have many strategic relationships with financial institutions and investment companies, subsequently enabling us to provide access to a plethora of investment opportunities in the form of Mutual Funds, Exchange Traded Funds (ETF’s) and Direct Equitie.
Life Assurance for MortgagesLife Assurance is a pre-requisite for many banks around the world, for the approval of a mortgage.This will ensure that no property debts are left to your family in the event of your demise.
Media Centre
The Expat Wealth Care Media Centre is here to keep you up to date with news and developments in Wealth Management across the globe. The articles included are those that we feel will be of most interest to our clients and to perusers of our site. If you feel there are articles that we are not including but we should include please contact us at [email protected] with more information and we’ll happily look into this for you.
TestimonialsOmar Kabbani Managing Partner at Lighthouse UAE ” Stefan is an extremely rare breed of Financial Advisers. He is very generous with his time, advice and insights. He literally haunts you to do the right moves versus many others who seal the deal and move on to the next client, and guess what, I’m always benefiting from his valuable habit. With Stefan, you get the true benefit of expertise and integrity (quite rare in the world of finance lately). He is young but blessed with patience and wisdom. Where was he 17 years ago….good people deserve to have their own Stefan managing their wealth”.
Jean-Baptiste Granger Director of Food & Beverage at Mama Shelter “Trustworthy and reliable, it is a pleasure to work with Stefan. I have seen a substantial increase on my financial results since I am advised by him. I’ll recommend Stefan to anyone looking for an efficient and personalized service”.
Address: Po Box 24592, Dubai, United Arab EmiratesPhone : +971508894735Fax : 04 348 6362Email : [email protected] : www.expatwealthcare.com
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