You do not need to be super rich to benefit from our services, our strategies are holistic and built around your personal circumstances.
Setting a convenient time
We offer several ways to arrange your free consultation. We can hold meetings over Telephone, WhatsApp, Telegram, Zoom, or any other method convenient for you. Please contact us or schedule your appointment on our calendar directly.
Free Consultation and Onboarding
The meeting involves an in-depth Factfind so we can really understand your objectives. We will also present our initial ideas on we feel we can offer you value.
We will discuss the process and specify the timeframe within which we expect to achieve the completion of your plan. We will cover the benefits as well as any potential disadvantages and provide an estimate of the costs.
Once you are happy to proceed, we will issue you with our client agreement and request a retainer.
Research & Presenting Your Plan
This is a multiweek process and may involve several meetings during the period. We do most of the work behind the scenes.
We will present your plan in a full written report which we will discuss with you at great length. There are no limits on the number of meetings, adjustments, and input. It’s important we get this right.
At this stage, as we have established the costs, we will agree on a fixed price for all services and ongoing management. This is fixed no hidden fees or surprise amendments.
Welcome, lets get started.
Your new fully refined Offshore Plan will be implemented.
As this normally involves the opening of Bank Accounts, Trusts, Company Formations, Immigration applications. It's difficult to provide an exact time line of how long this takes. We handle everything for you all under one roof.
Your team will be available for you at anytime. You will also have full access to our Client Hub and Concierge Support Services for life.
Read More About Our Hub and Concierge Services.
We offer several ways to arrange your free consultation. We can hold meetings over Telephone, WhatsApp, Telegram, Zoom, or any other method convenient for you.
Please contact us or schedule your appointment on our calendar directly.
We can schedule meetings very quickly if you need this.
During the first meeting, we will conduct an in-depth fact find to focus on you and do our best to ascertain your current situation, needs and goals for the future.
We will discuss practical examples and present our initial ideas that may be of benefit to you now and in the future. We will only make this offer if we feel we can offer you true value.
At this stage, we will give you our best estimate of the process timeframe, how long we feel we will need to complete your plan design along with estimated costs.
Together we can ascertain if we are a good fit for you and vice versa. If you are happy to proceed, we will issue you with our client agreement and request our initial retainer normally around 25% of estimated total costs.
We take a retainer at this stage as the research phase is where we and our partners get to work on your behalf designing your plan. This normally involves generating bespoke advice and strategies across a broad spectrum of subject areas. For example, can involve in-depth legal, tax, asset protection and immigration advice. We incur costs and spend a great deal of time on your behalf.
If at the onboarding phase you decide not to proceed don’t worry, we refund the retainer minus our hourly fees. ($250 /hr max bill $2,500). You walk away with the full bespoke plan.
This is a multi-week process and may involve several conversations with you during the period. We do most of the work behind the scenes.
We will present your plan in a full written report which we will discuss with you at great length. There are no limits on the number of meetings, adjustments, and input. We must get this right.
As the research is complete and we have agreed to move forward we will provide an accurate updated quotation.
We will agree on a fixed price for all services and ongoing management for the next 12 months. This is fixed no hidden fees or surprise amendments.
We do not operate a budget service. we use the highest quality partners. Our years of experience and partners across the globe allow us to pass on considerable savings to our clients. This greatly enhances the competitiveness of our services.
It’s time for us to get to work implementing your plan.
Your team will be available for you at any time. You will also have full access to our Client Hub and Concierge Support Services.
This process normally involves the opening of Bank Accounts, Trusts, Company Formations, and Immigration applications. It’s difficult to provide an exact timeline of how long this will take.
We handle everything for you all under one roof. You will be able to monitor progress via the Hub.
Your team will be available for you at any time via your preferred contact method. This could be via Telephone, Hub Secure chat, WhatsApp, Telegram, Signal or email.
With access to the hub comes access to the Concierge Services.
Our client Hub offers Personalized Assistance, Full Crisis Support, Efficient Solutions, and time and cost savings. Delivered across timezones concierge style.
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 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
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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