About us

Choose How We Work Together:
From One Off Services to Everything Done For You

You do not need to be super rich to benefit from our services, our strategies are holistic and built around your personal circumstances.

Offshore Since 1998

About us

As part of the Neville Montagu Group, we started back in 1994 as Independent Financial Advisers based in London. In 1998 we expanded offshore initially to service expatriate communities in Asia and Eastern Europe.

Through organic growth, our services have expanded from just offering holistic investment advice to offering the full range of offshore financial services. This benefits our clients greatly.  As everything is handled under one roof. Saving time and money, ensuring ongoing compliance, with excellent client support.

Over the last 25 years of our services, we have had the pleasure to assist our clients with all aspects of their Financial Freedom and Security. We help our clients achieve their goals and objectives, which could be to Grow their business and investments. Legally reduce taxes. Open new trading routes and opportunities. Protect Assets from litigation.  Migrate offshore, or ensure financial liquidity through our Go Plans and Escape Plans.

Our carefully crafted Financial Go Plans and Escape Plans are designed to ensure liquidity in a crisis and to fully protect our clients from those seeking to do them financial harm. Go Plans focus on immediate short-term liquidity, no matter what the crisis while  Escape Plans are designed for longer-term protection with solid growth.

Under one roof

How can we do this under one roof?

Over the decades we built up many long-lasting professional relationships with Banks, Law Firms, Trust Firms, Investment Managers, Property Developers and so on. The best partners across the globe. This allows us to offer a complete advisory and management service under one roof.

This is more convenient for our clients, ensures all strategies are complimentary, and remain in full compliance with changes in laws and saves on your time and fees.

With offices in the UK, Spain, UAE and Singapore, and a large proportion of our staff working remotely we can cover the majority of  time zones.

Company Timeline

1998
2005
2015
2023

Lifetime Supoprt Included

Our client Hub offers personalized assistance, efficient solutions, time and cost savings. Delivered across timezones concierge style.

OZ Hub

Finely tuned over the years to provide convenience and efficiency our Client Hub, will help you manage all your offshore requirements under one secure roof.

Accessible anytime, anywhere, our Client Hub ensures streamlined communication, real-time updates, and comprehensive oversight of your offshore ventures. At OffshoreZen.com, we are dedicated to delivering transparent, reliable, and client-centric services that empower you to thrive in the global marketplace.

With 24-hour concierge-style support services.

All Plans come with access to 24-hour crisis support.

Our Global Offices

OffshoreZen Partnership operates in a number of locations across the globe. Since 2009,  Our teams work remotely and are located across 4 continents. We accept packages across our main offices, and we are here 24/7 to answer your calls.

Miami, USA

Neville Montagu LLc
66 W Flagler St. Miami, FL 33130, United States

Madrid, Spain

Neville Montague
c/ Doctor Castelo,44, 28009 Madrid 

Edinburgh, UK

Neville Montague
8 Albany Street
Edinburgh EH1 3QB

Singapore

Neville MontagueLevel 40, OFC, 10 Collyer Quay, 049315, Singapore

Get started today, while we have availability!

Our 24/7 client Hub service offers all of our clients support in normal day-to-day activities as well as in times of crisis.

As such, our growth is limited to ensure an ongoing high-value service for all our clients.  

Frequently Asked Questions

Our services are designed to meet the needs of a variety of clients.  The huge benefits afforded by using offshore strategies can be expensive, and hence normally only worth while for wealthy investors and entrepreneurs.  However, there are advantages and cost benefits for budding entrepreneurs and young investors.  We design a plan to suit you and it will grow alongside your success.

We generally accept clients if we feel our services will be of benefit to them. Some of our wealthiest clients joined us two decades ago when they were just starting to build wealth. We have been with them helping them grow. There is NO minimum net worth but the benefits must outweigh the costs. We will be honest with you if we feel the costs will not be worthwhile for your situation. This is why we off a Free initial consult.

No we don't work like that. We need to get to know you,  understand your current situation and future objectives. Then we can provide an outline of our ideas and costs. Prior to implementing your project we provide a full breakdown of costs and a fixed quote.

Cost varies depending on the level of service required. For example if all you require at this stage is an offshore company and bank account the costs could be a lows as $2,500. Depending on the type and location of the offshore company. 

A $10k financial Go Plan costs $500 fixed for the full annual support service. The average Escape plan is around $8k but with second residence  can rise considerably.

Our average retainer for a sophisticated offshore plan starts at $15k.

As you see prices vary depending on what you need.

Get in touch. It's that simple.

Complete our Free meeting form, or give us a nudge on the live chat, Whatsapp or Telegram.

Or contact us here.

We will be in touch and will be able to let you know very quickly how we can help. If we cannot help normally we can point you in the right direction

The Financial Go Plan (Formerly Pack) is a tailored financial safety net designed to ensure immediate liquidity, asset protection, and strategic support during emergencies. Whether it's a natural disaster, political unrest, or personal crisis, this plan ensures you’re prepared to act quickly and protect your financial stability.

With an Offshorezen Managed Go Plan cash is available immediately via card or transfer or MoneyGram. Gold held in storage can normally be sold and converted to cash with 2 hours during working hours.

For self managed go plans the international banking partnerships, funds can typically be accessed via card immediately. Either way ensuring you have immediate liquidity when it matters most.

Absolutely. In addition to ensuring liquidity, we provide crisis management support, relocation assistance, and access to a global network of experts, including legal and logistical specialists. We are By your side 24/7.

Yes, payments are flexible for example you may wish to start your plan around the $9,000 USD level for increased confidentiality. 

It is really a question of control. With a managed plan the funds and assets sit under our segregated trusts, or in client Escrow. This means the assets are outside your estate and protected from the many risks discussed above. This benefit comes without cost to you.

With a managed plan you will set up offshore accounts directly in your name reducing the protection. You could setup offshore vehicles to add a layer of protection but at increased costs sometimes disproportionally high.  Go Plans are designed to provide 3 months liquidity while you overcome a crisis. The size should reflect this.  For longer term planning our Escape Plans and Offshore Plans are more appropriate.

Yes, payments are flexible for example you may wish to start your plan around the $9,000 USD level for increased confidentiality. 

Yes. Each plan is tailored to align with your specific financial situation, risk tolerance, and goals. Normally you should plan for 3 months of liquidity. This number will vary client to client. The minimum Go Plan is USD$10,000, but this can be built up over a number of smaller payments if required.

We assess your unique circumstances to build a robust, personalized solution that's best for you.  Some plans are a mixture of managed and self managed.

The Go Plan is designed for short term emergency preparedness, and forms part of an overall long term plan.  The Escape Plans and Offshore Plans include components like tax optimization, asset protection, and investment strategies to secure and grow your wealth in the long term. During your Free meeting we will happily discuss your long term plans to see how we can help.

Contact us today,  we will give you the best impartial advice.

Complete our Free meeting form, or give us a nudge on the live chat, Whatsapp or Telegram.  Or contact us here.

Our Services

Complete Offshore Solutions, Just One Click Away

We are dedicated to delivering transparent, reliable, client-centric services that empower you to thrive in the global marketplace.  

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This website may be accessed worldwide. However, none of the products and services referred to on this website are available to recipients residing in countries where the provision of such products and services would violate mandatory applicable legislation or regulations. It is the sole responsibility of any recipient employing or requesting a product or service to comply with all applicable legislation or regulations. Information provided on OffshoreZen.com is for information and educational purposes only; it is not legal or financial advice. Your personal situation is unique, and the products and services we review may not be right for your circumstances.

As part of the Neville Montagu Group   OffshoreZen adheres to strict editorial integrity standards. To the best of our knowledge, all content is accurate as of the date posted, though offers contained herein may no longer be available. The opinions expressed are ours alone and have not been provided, approved, or otherwise endorsed by our partners. Neville Montagu is an appointed representative of NEBA Wealth Management. NEBA Wealth Management group with multi-jurisdictional licenses in locations such as the UAE, Singapore, Malaysia & South Africa.

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