Book some time to chat to me.

Hi, I’m Paul.

As a CERTIFIED FINANCIAL PLANNER® professional based in Dubai, my role is to educate, guide and support expats on their financial planning journey. Many of us leave our home countries to create a better future or save for our retirement but the move can be daunting, especially when the language and laws are completely different. Things like budgets, insurances and wills are often neglected as work and life take priority.

For me, financial planning starts with financial literacy

If you cannot answer the following questions easily, then I think it is time for us to review your personal finances:
  1. How much cash do you currently have?
  2. What were the last three purchases you made?
  3. How much did you spend last month?
  4. How much do you plan to spend next month?
  1. When last did you update your will?
  2. How much critical illness cover do you have?
  3. Who are the beneficiaries of your insurance policies?
  4. Do your family know where your assets are in the event of your death?
  1. How much cash do you currently have?
  2. What were the last three purchases you made?
  3. How much did you spend last month?
  4. How much do you plan to spend next month?
  5. When last did you update your will?
  6. How much critical illness cover do you have?
  7. Who are the beneficiaries of your insurance policies?
  8. Do your family know where your assets are in the event of your death?

What I offer?

The below list covers the core of my service offering:

Finance News

New Year 2022 Reflections

New Year 2022 Reflections

I cannot believe that another "Covid" year has come and passed us by, definitely not what was predicted...

UAE Wills Webinar March 2021

I am excited to invite you to my first webinar of 2021 in partnership with KARM Legal Consultants. Please...

Why are budgets useless?

Why are budgets useless?

Before I can properly answer this, I think we need to ask what is a budget? According to Investopedia: “A...