Free Expat Wealth Tools & Reports
Four powerful financial tools designed to help expatriates build, protect, and grow their wealth internationally.
7 Offshore Wealth Strategies for Expats
Discover proven wealth-building methods used by high-net-worth expatriates to reduce tax, increase returns, and protect assets globally.
Request GuideInternational Medical Insurance Quote
Compare global medical insurance plans and secure the right level of protection for you and your family—worldwide.
Request QuoteEducation Savings Planner
Plan and fund your children’s education with proven international savings strategies tailored for expatriate families.
Get PlannerExpat Investment Health Check
Receive a detailed assessment of fees, risk exposure, diversification, performance, and tax efficiency—free.
Get Free AnalysisWelcome to MoneyWize With Brian
Your partner in International Expat Financial Planning
We specialise in comprehensive financial planning tailored to individuals, families, and businesses.
With over 15 years of experience, we have been at the foefront of Wealth Managerment & Financial Advice.
Helping clients across the globe make informed decisions about their investment planning, financial planning strategies and portfolio management.
Build Wealth With Confidence.
Senior Wealth Manager –Bluestar AMG.
Book a Free Wealth Strategy Call
Who We Are
“Highly experienced and conscientious financial planning professionals committed to
serving expatriates and international investors.
Focused on maximizing wealth through bespoke tax strategies, trust arrangements,
offshore solutions.
Personalized advisory services grounded in reputable expertise.”
Meet Brian
With over 15 years of international wealth advisory experience.
I have helped clients across Africa, Australia, Asia, UAE, Caribbean and the UK build secure and sustainable financial futures.
My focus is on clarity, transparency, and long-term partnerships — ensuring every client understands their options and feels supported throughout their journey.
What We Do
Wealth Planning
I help professionals and families structure their wealth offshore for tax efficiency, security, and long-term growth.
Investment Solutions
Regular savings plans, lump sum investments, offshore bonds, and diversified portfolios tailored to your goals.
Insurance & Protection
International medical, critical illness, and life cover to protect you and your family wherever you live.
Who We Help
We specialize in working with:
- Professionals and Businesses seeking offshore, tax-efficient trust structures
to optimize their wealth management. - Expats relocating or investing internationally
looking for secure and strategic financial solutions. - Expats with large lump sums and annual bonuses
aiming to maximize their wealth growth. - Expats seeking offshore investment and pension options
to secure their financial future. - Individuals exploring secure wealth growth options
for long-term financial stability.
Our focus is to assist African, Australian, and UK expats in creating lasting financial security
through smart, strategic international investment planning.
How We Work
1. Book a Call
We schedule a friendly conversation to understand your goals and current financial position.
2. Wealth Review
We analyse opportunities, risks, and gaps in your current structure.
3. Strategy & Plan
We build a clear, actionable investment and protection strategy tailored to your needs.
4. Implementation & Support
We put your strategy in motion and provide ongoing guidance and support.
Why Clients Trust Us
Experience
Over 15 years advising clients across multiple countries.
Bluestar AMG Partner
Working with one of Asia’s leading wealth advisory groups.
Client Success
Strong track record of helping clients grow and protect their wealth.
Client Feedback
“Brian helped me structure my offshore investments and the process was simple and transparent. Highly recommended.”
– Mark, Expat Lawyer
“Professional, knowledgeable, and always available. Brian genuinely cares about client outcomes.”
– Sarah, Accountant
“I now feel confident about my long-term wealth strategy thanks to Brian’s guidance.”
– James, Business Owner
Book a Free Wealth Strategy Call
Choose a time that suits you. Meetings available via Zoom or Teams.
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