Why can’t you give financial information or advice on this website?
This website is my personal profile. For all licensed advice and engagement you can visit my Hong Kong office website at www.exscapital.com or my Australian website at www.symmetrygroup.com.au
What makes you different to all other financial advisers out there?
I have really thought about that question long and hard. So I decided to put together a video for you which you can watch by clicking here.
How do you charge?
I run a fee for service financial advisory which is very rare in the offshore market. My full fee service offering can be found at EXS Capital’s Website here.
What clients are suited to your service and fee model?
Due to our fee model and level of detail we provide for each client, we work with clients with a net worth of $2 million AUD and above. Advising below that figure can become cost sensitive for clients but we do have clients worth $1 million AUD who were prepared to pay our upfront fees. Our fees are provided before clients proceed, but after we know more about their estate.
What if I don’t qualify for your service at this point in time?
Then please visit my website at www.exscapital.com for newsletters, webinars and blogs. The more information you have the better. Of course, you will get a lot of value out of the book and CD that are to the right of this page that has hours of condensed information for every Aussie expat and I suggest you read and listen to those. I have tried to give as much information as possible with a free chapter and free audio track so you can try before you buy. We also have a one year money back guarantee so you can benefit from these items risk free.
Can you help me if I don’t live in Hong Kong?
Sure. We have a number of clients on a monthly basis that contact me from all over the world. It doesn’t matter if you live in New York, Dubai, Singapore, UK or anywhere for that matter. With the advent of Skype or teleconferencing we are able to give you advice anywhere in the world, as long as we receive your financial information by post or scan/email we can work through your estate. We have a large conference room where we have the facility to speak on Skype or speakerphone and it is working well with our clients.
Once we provide the advice we email it (and send by physical post within our Personal Financial Organizer) to your address. The rest of our advice is very much online 24×7 and assessable to you anytime and on most mobile devices.
I’m not an Australian citizen but I would like to migrate there or become one…can you help me?
Can do. We regularly help other nationalities to migrate to Australia or gain visas to enter Australia for work or retirement. Just ask us.
I have an adviser but want to change. How do I do that?
All my numbers are here. Simply contact me.
How do I engage your services? What’s your process?
I spent plenty of time documenting this for clients so as to manage their expectations when they engage my firm. You will get a very good understanding by reading our service offering in what we call “The First Year Experience”.
Where can I find out more about your services and understand your program more?
Please download “The Wealth Aussie Expat Starter Kit” and see what it takes to become a client of EXS Capital. Don’t forget to get the book and CD as well. Education is key.
