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What is a Personalised Financial Emigration Plan™?

By May 16, 2022November 29th, 2022FinGlobal

What is a Personalised Financial Emigration Plan™?

May 16, 2022

If you thought that relocating overseas was a simple matter of packing your bags and boxes, booking a flight and moving your family abroad, we’re here to break the news gently: there’s a lot more than mere logistics to consider! For instance, have you thought about how your finances will work? How will you make your money work in two countries? What about tax? If you’re suddenly overcome by panic, take a deep breath and calm yourself. There is a solution, and it will actually solve your problems before they become problematic. What is this solution? Outsourcing all of your cross border financial planning to the professionals. By choosing the right partner to handle your cross-border financial portfolio, you can greatly reduce your stress levels, today and in the future.

Financial emigration

Financial emigration: making your money moves out of South Africa

What is it?

We help expats to move their money safely from South Africa in a cost-effective, time-efficient, tax-compliant manner.

How do we do it?

We do this by creating a unique financial emigration plan™ for every transaction and every client. No matter what you need to achieve, we’ll find the best way to make it happen, quickly and efficiently.

We believe that FinGlobal is the right cross-border financial planning partner for South African expats because we deliver a truly Personalised Emigration Plan™ that is:

  • Entirely based on your unique circumstances: we conduct a one-on-one assessment before we do anything, so that we can identify your specific needs and ultimate goals.
  • Tailored for you: not every international move or cross-border transaction is the same, which is why we take a hands-on approach to planning your financial emigration moves, because a one-size-fits-all approach simply won’t work.
  • Charged at fixed costs, no surprises: we avoid the uncertainty of percentage-based fees that fluctuate according to transaction value. Instead, we charge a fixed rate for our cross-border financial services.
  • Fair value and transparent charges: when you think about the convenience and security that comes with handing your expat financial planning requirements over to the professionals, you’ll see that you’re getting value for money with bespoke cross-border financial solutions that perform as expected.
  • Peace of mind, every step of the way: with payment on successful completion of service only, this means you’re guaranteed results. We only get paid if we deliver on our promises – what can be more reassuring than that?

How does a Personalised Financial Emigration Plan™ work?

Step 1: We conduct a one-on-one assessment with you, to get to know what you need.

Step 2: We run a search to identify and locate all your policies and retirement funds that can be cashed in and transferred abroad.

Step 3: We present you with a proposal on how to unlock your funds, achieve your goals and fulfill your objectives. This proposal also details our costs. Once you’ve accepted our proposal, you can sit back and relax, this is where we take over.

Step 4: We take care of all the paperwork providing you with signature-ready electronic documentation. We handle all the admin and jump through all the bureaucratic hoops on your behalf, while you track our progress online every step of the way.

Step 5: You sit back and relax some more – before you know it – your funds will be in your overseas account, exactly where you need it.

5 reasons a Personalised Financial Emigration Plan™ makes sense for your international money moves

  • Cost-effective service: Our transparent, fixed fee structures and highly competitive exchange rates add up to better payouts for our clients. That means more money, faster.
  • We deliver on our promises: As mentioned, we’re so confident in our 100% success rate that payment is due only on successful completion of our services.
  • Our services are safe and 100% compliant: We ask for all the right supporting documentation to ensure that every process runs without delay, and everything we do is in line with our commitments as an ethical licensed Financial Services Provider.
  • You don’t have to lift a finger: We engage with the South African Revenue Service on your behalf in our capacity as registered Tax Practitioners.
  • Speed and convenience: We’ve got all the right connections and processes in place to ensure that everything happens as quickly as possible. We provide peace of mind without the need to follow up, giving you the means to track our progress online.

FinGlobal: trusted cross-border financial service specialists

Whether it’s a simple international money transfer, or you’re looking for a partner to handle your tax emigration from South Africa, FinGlobal is perfectly positioned to assist you in consolidating, unlocking and transferring your funds globally.

Take a look at our credentials, meet the team, and then leave us your contact details so we can be in touch to get the ball rolling on your Personalised Financial Emigration Plan™ today.

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