What's News?

Here you will find a series of recent articles relating our activities and advice regarding management of your personal wealth portfolio

Why I prefer conversations over fancy tech

Let’s face it—financial planning can be a dry topic. When you start throwing around words like “compound interest,” “asset allocation,” or “diversification,” most people’s eyes start to glaze over. So,

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Heart health and your money

Having spent some wonderful years in South Africa, I’ve come to appreciate not just the rich culture and landscapes, but also the importance of health awareness, especially when it comes

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Planning for caregiving

As our loved ones age, many of us will find ourselves stepping into the role of caregiver, a role that can be both rewarding and challenging. The transition into caregiving

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Need a nudge?

As an international financial planner licensed in the UK, US, France, and South Africa, I’ve had the privilege of working with expats and global citizens from diverse backgrounds. This experience

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Back to basics

Here’s the thing about financial planning—whether you’re living in France, or juggling assets and obligations in the UK, US, or South Africa—it’s not as complicated as it sounds. I often

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One size never fits all

Picture a bustling farmer’s market, with stalls brimming with colourful produce, freshly baked bread, and all sorts of artisanal goods. Each stand offers something different—whether it’s a perfectly ripened tomato

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Balancing Life: What’s Enough?

Recently, I’ve been reflecting on the idea of balance. I often travel overseas to visit clients, but I also try to include visits with family, friends and colleagues that I’ve

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Retiring abroad

Retiring abroad is a dream for many expats, offering the promise of new adventures, cultural experiences, and a change of pace. However, planning for retirement as an expat comes with

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Stuck in the middle with you

If you find yourself sandwiched between the financial responsibilities of supporting ageing parents and grown children while trying to save for your own retirement and settling in a new country,

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Managing the money mind games

Picture this: you’re sitting at your desk in your recently renovated home office, staring at your computer screen with a mixture of excitement and trepidation. The stock market is soaring,

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Financial Planners vs. Advisers

Whether you’re an expat exploring the global financial landscape or simply looking to make the most of your hard-earned money, you might be wondering about the difference between financial planners

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Positive ageing

As we work with clients who are entering their later years and managing their retirement, we find that they are often tinged with the challenge of loneliness. Retirement, the loss

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The cash that flew the coup!

Budgeting… that’s where the fun begins! When it comes to financial planning, one of the very first topics I dive into with new clients is budgeting. And it’s not always

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Is it still tax-free?

In our quest for sunnier shores and new adventures, one critical financial aspect often overlooked is the tax treatment of UK pensions abroad. It’s a common assumption that the tax

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Tech and your tenners

I’ve always been fascinated with technology and how is helps us with our money – right from a kid with a fistful of tenners to my current position in our

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The price of coffee and inflation

In my two decades of living in various countries and working with clients worldwide, I’ve seen firsthand how inflation can influence everything from the cost of a morning coffee and

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MASTHEAD FAIS COMPLIANT SEAL FOR 2023

Northern Cross Wealth Management are proud to announce that we have been awarded the Masthead FAIS Compliant Seal for 2023.  This is the seventh consecutive year we have been awarded the Seal, which provides

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Take your finances off autopilot

Ever caught yourself driving home and suddenly realized you barely remember the journey? It’s a classic case of running on autopilot, a state we often unknowingly slip into during our

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Priceless financial planning

Between the ebb and flow of daily life and the cacophony of financial jargon, tools, and evolving strategies, it’s alarmingly easy to lose sight of the path ahead. What often

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The ultimate out-of-office email

At Northern Cross Wealth Management, we believe that being wealthy goes beyond accumulating vast sums of money through relentless hard work. If you’ve achieved financial success, do you still find

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No translations required

If you’ve ever lived abroad or dealt with international finances, you know how the seemingly simple can become complicated. Add to this, the language of finance and financial planning itself

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Where there’s an asset… there should be a Will

In the last few years, I have helped some clients with their Wills, estate planning and managing estates after their passing. It’s a hard time for the family, and it’s always more challenging when there isn’t an adequately structured Last Will and Testament in place.

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The power of a POA (Power of Attorney)

A Power of Attorney is a legal document that grants someone else the authority to make decisions on your behalf. It can be a valuable tool for protecting your interests, as well as for ensuring that your wishes are carried out if you become incapacitated or otherwise unable to make decisions for yourself.

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Do you know what CFP® stands for?

A CFP® (Certified Financial Planner) is a professional designation awarded to financial advisers who have completed a rigorous education and training program, passed a comprehensive certification process, and demonstrated their commitment to the highest ethical standards in the industry.

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