You do not need to be super rich to benefit from our services, our strategies are holistic and built around your personal circumstances.
Who is the FGP for? The Financial Go Plan is designed to provide our clients with liquidity and support in times of severe crisis. This crisis can come in many forms.
If you have the resources to hand, then a sound go pack is a very sensible part of your overall planning. The aim would be to have enough liquidity to survive at least 1 to 3 months without access to any other assets.
A financial liquidity go plan is essential for navigating life’s unpredictabilities with confidence and stability. It ensures immediate access to cash or assets that can be quickly liquidated during emergencies, such as asset freezing, economic collapse, natural disasters and war.
The Escape Plan is designed for those clients who want a solid Plan B in place should the need arise. It’s a higher level of longer-term protection of assets and security. You perhaps have no intention of leaving your current country but want to be able to move on short notice should the need arise.
Having a solid financial escape plan is crucial for ensuring personal financial security in times of economic uncertainty or sudden life changes. This strategy acts as a safety net, providing our clients with the means to access resources during emergencies, such as economic downturns, job loss, or unforeseen expenses. It involves diversifying investments, maintaining liquid savings for immediate needs, and planning for long-term financial stability, allowing one to navigate financial crises with confidence.
Such planning not only safeguards one’s current lifestyle but also secures future financial well-being, enabling a smoother transition during turbulent times.
Essentially, a well-considered financial escape plan empowers our clients to face uncertainties without compromising their financial health, highlighting the importance of preparedness and adaptability in personal financial and security management.
These plans are for those people looking to live offshore now or at some point in the future. Or you want to set up a business offshore to improve your tax structures. It is possible the goal is to protect certain assets. Using offshore markets can offer a variety of benefits, but it is a complicated process and should be well researched and planned.
Individuals and corporations might seek a bespoke offshore financial plan for several reasons, including tax efficiency through lower tax jurisdictions, robust asset protection against creditors or lawsuits, global investment diversification, enhanced privacy, and tailored estate planning. Such plans offer access to international markets, currency flexibility, and may benefit from more favourable regulatory environments, facilitating business operations and wealth management.
Whilst most people should have a Financial Go Pack, and those with the financial ability should have a good Plan B, a fully Bespoke Offshore Plan is not for everyone. But don’t worry during the Free Initial meeting we will identify the best solutions for you.
Building such strategies come with a cost and that should be justified with the level of tax savings and amount of assets being protected.
You do not need to be super rich to benefit from our services, our strategies are holistic and built around your personal circumstances. Good offshore plans not only serve to reduce tax and protect assets. They can also help you grow your assets or business.
We help clients across a variety of net worths from young aspiring entrepreneurs to retired multi millionaires.
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.
Aside from our Go Packs, Escape Plans and Bespoke Offshore Plans, we also offer stand alone services.
Offshore banking offers privacy, tax advantages, asset protection, currency diversification, investment opportunities, global access, confidentiality, security, and legal benefits.
Offer tax advantages, asset protection, confidentiality, ease of operation, reduced regulations, global market access, investment, and legal benefits.
Second passports provide additional citizenship, offering visa-free travel, tax benefits, enhanced security, global mobility, investment opportunities, and personal freedom.
A second residence offers tax advantages, enhanced security, lifestyle diversity, investment opportunities, travel flexibility, personal freedom, and improved quality of life.
Gold and silver offer financial security, inflation hedge, investment diversification, intrinsic value, liquidity, wealth preservation, and industrial uses.
Golden visas offer residency benefits, investment opportunities, visa-free travel, tax advantages, enhanced security, family inclusion, and potential citizenship pathways.
Tax reduction strategies enhance cash flow, increase savings, maximize investments, improve financial planning, boost business growth, and ensure compliance.
EU residence offers visa-free travel, work opportunities, quality healthcare, education access, cultural diversity, investment benefits, and enhanced security.
Owning offshore real estate offers investment diversification, tax advantages, asset protection, residency benefits, potential appreciation, rental income, and privacy.
We discuss and negotiate tax matters on behalf of Clients with Tax Authorities, while providing their expert legal opinion.
Expecting litigation or worse. Have a need to relocate your assets as a matter of urgency? We can help.
Our concierge-style support offers personalized assistance, efficient problem resolution, time savings, exclusive access, convenience, and enhanced client satisfaction.
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
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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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