Wealth is created through the compounding of sound financial and investment decisions over a lifetime. It is not created with an intermittent focus on your affairs or with the type of cursory financial advice received prior to the sale of a financial product or investment scheme. That is why we have designed a unique, consultative approach to providing Southeast Asia’s expatriate community with the ongoing professional support you need to achieve your financial goals. Our aim is to provide you with specialized, professional advice so you can make the smart financial and investment decisions required to help you reach your goals.
We do not sell financial products or receive compensation from any product or service provider. This allows us to focus solely on meeting your unique financial planning and investment needs. We do this by delivering customized solutions that are cost and tax efficient.
Our Process
At Creveling & Creveling, our belief is that the financial decisions that go into wealth accumulation and preservation are inextricably linked and need to be considered holistically. This is especially true for many expatriates who face multifaceted tax, regulatory and practical complexities when managing their finances. Our process starts with a thorough review of your entire financial situation. We then develop customized strategies to help you achieve your goals.
We also believe that making financial decisions and managing your financial affairs is not a one-time event. Wealth is only created by consistently making smart financial and investment decisions as your career and life evolve. Our approach helps ensure that you develop and enact solid strategies, which we then review and refine on a regular basis. Our goal is to work in partnership with you to ensure you have the professional, ongoing support you need to make informed decisions about your future.
At Creveling & Creveling, we follow a seven-step approach to working with our clients:
