Tailored Financial Planning from Experienced Advisors

Financial Advice

Finding the right financial advice is crucial to securing a happy and successful financial future. We take the time to listen to your individual goals and create a plan that fits your unique needs.

Speak to a Financial Advisor

What Is Financial Advice?

In a nutshell, financial advice is a set of professional services designed to help individuals and businesses manage their finances effectively.  

At MHG Wealth, our financial advice encompasses a wide range of activities including but not limited to investment management, retirement planning, tax strategies, estate planning and risk management.

Our expert independent financial advisors work closely with people like you to develop personalised financial plans that align with your unique goals and circumstances. By leveraging our extensive knowledge and experience, we aim to provide you with the clarity and confidence needed to make informed financial decisions.

Importance Of Financial Advice

In today’s complex financial landscape, the importance of sound financial advice cannot be overstated. Whether you are just starting to build your wealth or looking to preserve and grow your assets, having a trusted financial advisor can make a significant difference. 

Here are five key reasons why financial advice is crucial:

Expertise and Knowledge

We bring a wealth of expertise and up-to-date knowledge about markets, investment opportunities, and regulatory changes. This allows us to offer insights and strategies that you may not have previously considered.

Personalised Planning

Everyone’s financial situation and goals are different. Our financial advisors provide tailored advice that fits your specific needs, helping you achieve your financial objectives more efficiently and effectively.

Risk Management

Understanding and managing risk is a critical component of financial planning. Our advisors help identify potential risks you could be exposed to and develop strategies to mitigate them, ensuring that your financial plan is robust and resilient.

Long-term Perspective

We encourage a long-term perspective and help you to stay focused on your goals even during periods of market volatility. The disciplined approach we take helps you prevent making hasty decisions that may negatively impact your financial future.

Peace of Mind

Perhaps the most important benefit of working with a qualified financial advisor is your peace of mind. We guide your financial journey so you can focus on other important aspects of your life, with the confidence of knowing that your financial health is in safe hands.

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Expat Financial Advice

Expat Financial Advice

At MHG Wealth Management, we specialise in providing tailored financial advice to expats in Dubai and across the UAE. Our expat financial advice services are designed to help you navigate the unique financial challenges that come with living and working abroad.

Whether you need assistance with tax planning, investment strategies, retirement planning, tax optimisation or looking for independent financial advisors in Dubai, our team of experienced advisors are here to offer personalised solutions.

We understand the complexities of expat life and are committed to helping you achieve financial security and long-term success in Dubai, the UAE and beyond.

Financial Advisors in Dubai

Benefits Of Financial Advice

Financial advice is very beneficial for anyone looking to optimise their financial situation to achieve their long-term goals. Your MHG Wealth financial advisor is by your side to guide you through the complexities of financial markets and regulations to help you make informed decisions. 

Some of most significant benefits of working with an MHG Wealth professional include:

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Objective Overview

Your MHG Wealth advisor offers an unbiased, macro view of your financial situation, helping you make rational decisions without being swayed by the influence of emotions. This is particularly important when the markets seem volatile. That’s when one faces the highest risk of hastily letting fear or greed lead to poor decision-making.

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Time-Saving

Managing finances can be time-consuming. Your MHG Wealth financial advisor takes on the burden of doing the market research, monitoring investments and managing financial plans. This frees up your time so that you can focus on other important aspects of your life.

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Goal Setting and Achievement

We assist you with setting realistic financial goals for yourself and creating actionable plans to achieve those goals. Your MHG Wealth advisor guides you towards milestones and assists with making adjustments needed to stay on track towards achieving your long-term objectives; such as buying a home, funding a child’s education or retiring comfortably to enjoy those golden years of your life.

Tax

Tax Optimization

Effective tax planning is a crucial part of financial management. A qualified MHG Wealth advisor can analyse your specific situation and accordingly suggest strategies to minimise tax liabilities. Including utilising tax-advantaged accounts, claiming deductions, planning the timing of income and expenses and accounting for both your tax residency and tax domicile.

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Retirement Planning

Ensuring you can secure a stress-free retirement requires careful planning. Our expert advisors help you determine how much to save so you can enjoy your golden years the way you want to. To make that happen, your MHG Wealth advisor will empower you to choose the right retirement plan(s) and select investments that align with your retirement timeline and goals.

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Estate Planning

We help our clients with effective estate planning so that their assets are properly distributed according to their wishes after their passing. From creating wills, to setting up trusts and planning for potential estate taxes, at MHG Wealth, we offer a comprehensive range of services to ensure your wishes are duly documented and executed.

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Financial Education

Working with a professional financial advisor can enhance an individual's financial literacy. Every MHG Wealth advisor takes the time to educate every client about the concepts of financial planning, various investment strategies and the implications of their financial decisions. Our goal is to empower you with knowledge so that your financial choices are essentially informed decisions.

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Accountability and Monitoring

Our financial advisors stay in touch with our clients to provide them with regular reviews and inform them of the updates and forecasts. This helps clients remain accountable and remain consistent in pursuing their financial plans. The MHG Wealth advisor monitors progress and makes necessary adjustments to ensure clients remain on track to be able to meet their financial goals.

How To Choose The Right Financial Advisor

From our experience, we understand that the financial decisions you make today will shape your financial future for years to come. Finding the right financial advisor is paramount. That voyage of discovery can feel like walking through a maze. 

Here’s your guide to the five most important factors to consider when choosing the perfect financial advisor for your needs.

1. Credentials and Experience:

Look for financial advisors with solid credentials and a wealth of experience in the industry. Our team at MHG Wealth boasts a diverse range of expertise, recognised qualifications and sound experience. We aspire to offer you top-tier guidance tailored to your unique financial goals.

2. Client-Centric Approach:

Your financial journey is personal. Your financial advisor should treat it as such. At MHG Wealth, we know the importance of recognising and addressing your needs. That’s why we prioritise building meaningful relationships. We take the time to understand your aspirations, concerns and priorities so that we can craft a customised strategy that aligns with your vision for your future.

3. Transparency and Trust:

At MHG Wealth, transparency is non-negotiable when it comes to managing your wealth. We believe in open communication and full disclosure every step of the way. We want to earn your trust by letting you discover for yourself that your financial interests are always our top priority.

4. Comprehensive Services:

Your MHG Wealth financial advisor will be able to offer you a comprehensive suite of services to address all aspects of your financial life. From investment management to retirement planning and everything in between, our team of qualified professionals delivers holistic solutions designed to optimise your wealth accumulation, wealth preservation and wealth management strategies.

5. Fiduciary Responsibility:

At MHG Wealth, we are legally bound to act in your best interests at all times. This means you can count on the fact that our recommendations are reliable. More importantly, they are solely aimed at maximising your financial well-being; without any conflicts of interest.

With MHG Wealth by your side, you can embark on your wealth management journey with confidence, knowing that your financial goals are our top priority.

MHG Wealth Management Office -Financial Advice

Cost Of Financial Advice

With our transparent fee structure, you have peace of mind. You will always know exactly what you’re paying for and understand the value you’re receiving for it. 

Percentage-Based Fee:
With a percentage-based fee model, you pay a small percentage of your assets under management (AUM) annually. This fee structure aligns our success with yours. Our compensation grows only when your portfolio grows. At MHG Wealth, we’re motivated to help your investments flourish. Our partnership is built on trust and mutual benefit.

Fixed Fee:
Our fixed-fee pricing model offers you the benefit of simplicity and predictability. Regardless of the size of your portfolio, you pay a set fee. This straightforward approach means no surprises or hidden costs. Whether you’re just starting to build your wealth or have a robust portfolio with MHG Wealth, a fixed-fee structure ensures consistent pricing.

Get in touch with us

Begin your journey to a secure financial future by reaching out to MHG Wealth Management today.

  • info@mhgwealth.com
  • UAE: Marina Plaza, Dubai Marina, Dubai, United Arab Emirates
  • UK: Linen Hall, 162-168 Regent Street, London, W1B 5TB

Frequently Asked Questions

Yes, paying a financial advisor can be worth it if you need personalised financial planning, expert advice, and assistance with complex financial situations. At MHG Wealth, we can help optimise your investment strategies, save you time and provide peace of mind by managing your finances effectively.

A financial advisor chooses your portfolio based on your financial goals, risk tolerance, timelines, and investment preferences. At MHG Wealth, we use this information to create a diversified mix of assets tailored to meet your specific needs and objectives.

If your financial goals change, it’s important to take a structured approach to adjust your financial plan accordingly. Speak to a MHG financial advisor who can help you develop a revised financial plan and suggest suitable investment options.

Think of financial advice as a guiding hand and financial planning as a roadmap.

Financial advice is like having a trusted expert by your side, offering insights and recommendations tailored to your specific financial situation and goals. Your MSG Wealth advisor may offer you suggestions on investments, risk management or strategies to optimise your wealth.

Financial planning, on the other hand, takes a broader view. It’s about crafting a comprehensive strategy that encompasses your short-term needs and long-term aspirations. Your MHG Wealth advisor will need to assess your current financial status, set achievable goals and outline steps for you to reach them. It’s like laying out a detailed plan to navigate your financial journey successfully.

To summarise, while financial advice provides targeted guidance for specific decisions, financial planning offers a holistic approach to managing your finances effectively over time. Both work hand in hand. The advice informs you of the planning process. The planning ensures that the advice aligns with your overall financial objectives.

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  • info@mhgwealth.com
  • 0843 212 0000
  • UAE: Marina Plaza, Dubai Marina, Dubai, United Arab Emirates
  • UK: Linen Hall, 162-168 Regent Street, London, W1B 5TB

MHG Wealth is an Appointed Representative of Lawsons Network AG, Company No. CHE-394.490.386, Rue Neuve-du-Molard 19, 1204 Genève, Switzerland. Lawsons Network AG is registered as an Insurance Intermediary with the Swiss Financial Market Supervisory Authority (FINMA – 37795), a member of the Client Advisors register at Association Romande des Intermédiaires Financiers (ARIF – 32974) and affiliated to Organisme de Surveillance pour Intermédiares Financiers & Trustees (SO-FIT) as an SRO – Affiliate No. 1202.  Lawsons Network is also proud to have partnerships in the EU, UAE and is affiliated in the USA.

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