Retirement

SAVINGS

We provide investors with a simple, tax-efficient method of saving through a worldwide spread of stock market investments. Favorable for everyone who wants to save regularly, or whenever they have a single lump sum to invest. Investors can choose from a wide range of global funds with tax-free offshore returns.

See, for instance the Premier Savings Plan through our partner RL360 and their Quantum Savings policy.

Retirement

Retiring overseas is becoming more popular with soon-to-be-pensioners as time goes by, as it opens up a wide range of international investment opportunities that are largely unavailable to non-expat residents.

Moving overseas in your retirement can help you earn a supplementary income, as well as benefit from tax-efficient savings, maximising the earnings you have in your pension pot

However, before you pack your bags and leave for greener, (or sunnier) pastures, you have to make sure you have the means to maintain the comfortable lifestyle you are used to, even in a different country.

Here’s where First Select can help. With more than a decade of experience in financial advisory services for internationally mobile clients. First Select can assist you in making the most out of your overseas retirement. You probably have a lot of questions about the financial side of expatriation, including queries about how your pension can work for you, so we will assign you to an independent financial adviser, who will help you start planning your retirement in a way that will benefit you, addressing any problems or issues you may have.

Each client, with their respective retirement prospects, is different, so your one-on-one sessions are dedicated to working out the details of your retirement plan. The sooner you start planning and saving, the sooner you can enjoy the peace of mind that comes from financial independence and security, well after you stop working.

If you are interested in finding our more about how to maximise your overseas retirement, please contact First Select for a free consultation with one of our representatives.