Mortgage Protection Life Insurance Plan in UAE, Dubai, Abu Dhabi

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Call Us 971508894735
Email info_at_expatwealthcare.com
Welcome To Expat Wealth Care
Expat Wealth Care help expats in the Middle East
with all matters of wealth protection, wealth
preservation and wealth creation through the
likes of medical cover, life cover, critical
illness cover, mortgage protection, savings
plans, international pension plans and the
management of UK pension transfers.
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About Us Company Summary

• 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.
• We provide advice to expats and locals in the
  UAE, with all aspects of tax efficient savings
  and financial planning to ensure that time spent
  in the UAE is time well spent from a financial
  point of view.

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Our Wealth Solutions

• Estate Planning for HNWIs
• 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

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Our Team
Stefan Terry Bsc Hons CII Award
Stefan 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. His superior
work ethics along with his professionalism and
his knowledge are all traits that his clients
always praise.
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.
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Education Planning
These days, planning for the cost of your
childrens education is becoming an absolute
necessity due to educational costs all over the
world increasing at an alarming rate. Investing
in your little genius, will become undoubtedly
one of the most powerful investments that a
parent can ever make.  A happy and successful
child is something that every parent wishes for.
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Investment Advice Portfolio Management
Expat 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 (ETFs) and Direct Equitie.
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Key Man Life Insurance Policy
Key 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.
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Life Assurance for Mortgages
Life 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. We work closely with many global
insurance providers and we are able to scan the
market place to ensure that we can offer not only
the best cost but also the best overall
protection package that best suits your exact
requirements.
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Sipps, Qrops Qnups
SIPP (Self Invested Personal Pension) are more
intended for those planning to retire in the UK,
or if the pension is of a relatively small size. 
A SIPP falls under the HMRC tax laws in the UK,
so tax is applicable at drawdown if residing back
in the UK.
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Retirement Planning
Retirement 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.
The correct planning for retirement at an early
age can ensure a perfect retirement from a
financial point of view.  Leaving this too late
can have dramatic effects on what can be labelled
as the longest holiday of your life.
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Life Assurance

• Life 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 childrens 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.

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Media Centre
Pension Advice For The Twenty-Somethings Start
Early And Save Big
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 info_at_expatwealthcare.com with more
information and well happily look into this for
you.
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Testimonials
Omar 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, Im 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.
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Contact Expat Wealth Care
Website www.expatwealthcare.com