Investment Planning
Strategy built around goals, time horizon, and risk profile—focused on long-term outcomes.
Financial Advisor • Dubai • Expat-focused • Education-led
I help clients understand their options and build an organised strategy across investments, pensions, protection, and long-term planning—without the jargon.
Information on this site is general guidance only and not personal financial advice.
Advice areas commonly relevant to expatriates and internationally mobile clients. Any recommendations are provided only after understanding your circumstances.
Strategy built around goals, time horizon, and risk profile—focused on long-term outcomes.
Planning across retirement vehicles and timelines, with a focus on clarity and sustainability.
Helping ensure the right safeguards are in place for income, family responsibilities, and liabilities.
Guidance for globally mobile clients dealing with multi-country complexity and long-term planning needs.
From protecting family goals to building a retirement roadmap—your plan should feel clear, practical, and easy to follow.
Clients often want a plan they can understand, trust, and stick with. My role is to bring structure and clarity—so decisions feel easier and progress is measurable.
I explain options in plain English so you can make informed decisions with confidence.
A clear process—from discovery to strategy to ongoing reviews—so nothing important is missed.
Planning designed for internationally mobile lives and long-term goals.
Understand your goals and current position.
Explain relevant options and trade-offs clearly.
Create a structured strategy aligned to you.
Keep it aligned as markets and life evolve.
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Secure online booking via Microsoft Bookings.
Open booking pageDisclosure: Information on this website is for general guidance only and does not constitute personal financial advice. Any advice is provided only after assessing your individual circumstances.