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EXPAT FINANCIAL ADVICE

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LINC Private Solutions are an Expat and High Net Worth focussed division of Synergy Financial Advisors, Singapore’s 4th Largest Wealth Management business (MAS License No. FA100050) and Synergy IFA, Malaysia.

 

We are a specialised team of highly experienced Financial Professionals who have been advising Expats in Singapore and SE Asia for over 20-years. An initial consultation encompasses the following key steps:

 

  1. Financial Planning - We complete a number of exercises to quantify key client goals and outline savings and investment trajectory required to achieve them, using Cash Flow Modelling tools to create a clear visual illustration of the road to achieving the financial future you desire.

  2. Tax Mitigation - How can we best structure your investments to reduce exposure to taxation in your current and future locations e.g. expats returning to more highly taxed locations.

  3. Portfolio Design - Using a combination of our Investment Research Team's expertise and external partners to grow your money in a carefully curated, risk rated environment.

  4. Planning for the unknown - What contingencies and insurances need to be put in place to ensure we hope for the best but plan for the worst?

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What Services do you provide?

 

We are LINC provide a broad range of Financial Services including but not limited to:

 

  • Investment Selection and Portfolio Management using ETFs, Mutual Funds and Hedge Funds

  • Discretionary Fund Management - using some of the World’s best regarded asset management firms to manage portfolios of direct stocks, bonds and funds on a Discretionary basis

  • UK Pension Advice

  • UK Inheritance Tax and Estate Planning

  • UK ISA Advice

  • UK Tax Planning - often relevant for those with an existing British Financial Footprint or those who may move to the UK at any stage in the future - e.g. relocation, retirement

  • Australian Tax Planning - we can often build tax credit in anticipation of a future move to Australia meaning there is often value in talking to us up to 10-years before you move;

  • Australian Super Advice

  • US Tax Planning

  • US Compliant Portfolio Design including full IRS / 1099 Reporting

  • Financial Planning on Portfolio Management Services to clients from Europe, Asia and around the World.

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