Financial Advice for Expats In Asia

Trinitas Advisory is a boutique
financial planning firm for
expats in Asia

Our mission is to provide personal, tailored and transparent
financial planning advice to help you achieve your lifestyle goals

WHO WE ADVISE

Retirees

As a retired professional, you will wish to continue to grow your wealth and at the same time protect your assets for your beneficiaries through tax efficient estate planning

Expat Professional

With your career advancing year on year, you will wish to build on your personal wealth for future financial security for your family and yourself

Senior Executive

You will have achieved success in your career and wish to prepare for your retirement by putting in place a strong retirement structure

New Expat

As a new expat in Asia, you will wish to utilize your disposable income as part of your financial planning strategy

Get the latest investment commentary from our investment
management partners for free

Lifestyle Financial Planning

We offer the following services to help you maintain
your lifestyle and prepare for the future

Asset Protection

Protecting your assets from any possible
future liabilities is vital in
maximizing your retained wealth

Tax Efficient Savings

To ensure the maximum retention of capital growth on your savings, it’s important to position your assets in the most appropriate tax efficient vehicles

UK Pension Review

The review of your pension options is key to ensure
you avoid a financial shortfall at the time of retirement
and it’s equally important to mitigate tax liabilities

Retirement Planning

Your retirement planning strategy should
be regularly reviewed with the objective
of accumulating more wealth in preparation for your retirement

Estate Planning

The growth and protection of your assets
is critical to ensure your beneficiaries receive
maximum prosperity at the time of your death from
the use of trust structures

Client Testimonials

"Graham Wilkes has been advising me on my financial planning for 10 years …"

Graham Paynter, Engineering Consultant

"Darren and team brought me peace of mind, sorting out a number of old pension schemes, retrieving the funds and consolidating them into a strong, modern, scheme."

Shaun Paterson, Regional Sales Manager, Kris FinSoftware

"I have known and had Darren as my IFA for over five years now and can highly recommend his services."

Ryan Smith

"This investment plan will see my family and I through my pensioner days and is therefore a critical part of my life which he has been entrusted to oversee."

Ben Sheppard, CEO, Bold Native Advisors

"I have found the advice from Trinitas to both insightful and valuable. I have no hesitation in recommending them for providing sound financial advice."

Roy Wynes, Senior Operations Director, ADP

"I would not hesitate to recommend Graham Wilkes/Trinitas Advisory to anyone seeking to plan and secure their own, and their family’s financial future …."

Sean Hourihan, Retired IT Executive, Royal Dutch Shell

"I have been advised by Graham Wilkes in the Philippines for almost 7 years regarding overseas pension ….”

David A., President & CEO

"Graham Wilkes of Trinitas Advisory has been instrumental in ensuring a smooth transfer of my company pension…."

Yann Cameli, Performance and Strategy Director, Diageo PLC

Our Directors partner with clients from the following companies