A regular check-up for your cross-border finances.

Catching problems while they're still small

Residency rules change. Tax treaties get amended. A policy you bought five years ago may no longer suit your situation. Most of these shifts are minor on their own — until they compound, unnoticed, over several years.

A preventative checkup is the same diagnostic format as our other sessions, but scheduled proactively rather than in response to a specific problem. Many clients now book this the way they'd book an annual physical.

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What a checkup covers

• Account and compliance review — a periodic pass over your accounts, filings and reporting obligations.
• Change detection — flagging anything in your situation — residency, income, family circumstances — that shifts what's optimal for you.
• Policy and portfolio review — confirming existing insurance and investments still fit, rather than assuming they still do.
• A written summary — a short report noting what's fine, what's worth watching, and what needs action.

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When you need this

• It's been over a year since anyone reviewed your accounts, filings or policies as a whole.
• Your residency, income or family situation has changed since you last took financial advice.
• You'd simply rather catch issues early than deal with them once they're expensive.