WEALTHA clear plan for your family’s money
We start with where you are today and what you want your money to do, then set out a written plan to get there. As your life changes, the plan changes with it.
What we help with
Retirement planning
Working out what you need to retire comfortably, when and where, and building towards it.
Education planning
Funding school and university fees for your children, planned years in advance.
Cash flow and budgeting
A clear picture of what comes in, what goes out and what can be put to work.
Cross-border planning
Plans that travel with you, for families who live, work and retire in different countries.
Tax-efficient structuring
Arranging savings and investments tax-efficiently, alongside your tax advisers.
Regular reviews
Scheduled reviews, and a conversation whenever something important changes.
One relationship, five steps
The same adviser from the first conversation onwards, supported by our team.
- 01DiscoverWe get to know you, your family and what matters to you.
- 02PlanWe set out clear recommendations in writing, with every cost shown.
- 03Put in placeWe implement the plan and take care of the paperwork.
- 04ReviewWe meet regularly and adjust the plan as your life changes.
- 05Pass onWhen the time comes, we help the next generation take over.
Common questions
Who do you work with?
Individuals, families and business owners in the UAE and around the world, many of whom live and work across more than one country.
How do you charge?
It depends on the service. We explain every fee and commission in writing before you commit to anything.
Do I need to live in the UAE?
No. We work with clients worldwide, and our plans are built for families who move between countries.