Best Investment Plans in Dubai, UAE | Expat Wealth Care

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Expat Wealth Care
Call Us  971508894735

• Expat Wealth Care help expats in the Middle East
  with all matters of wealth protection.

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About Us

• 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.

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Our Team
Stefan Terry Bsc Hons CII Award
Chief Wealth Officer
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.
Paula Leonor
PA and Officer Manager
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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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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Key Man Insurance
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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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.
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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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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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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.
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Media Centre
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.
Jean-Baptiste Granger Director of Food Beverage
at Mama Shelter 
Trustworthy and reliable, it is a pleasure to
work with Stefan. I have seen a substantial
increase on my financial results since I am
advised by him. Ill recommend Stefan to anyone
looking for an efficient and personalized
service.
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CONTACT US
Address Po Box 24592, Dubai,
United Arab Emirates Phone [phone] Fax
04 348 6362 Email
info_at_expatwealthcare.com Website
www.expatwealthcare.com