Transform financial confusion into clarity.

Independent expat financial advice and investment management that puts you first. Get clarity on your finances, understand your options and have confidence in your financial future and goals.

Retire earlier with more income.

Anxious about whether you’ll always have enough? Concerned about compromises you might have to make to your dream retirement? Confused by tax & investment jargon?

I will show you how to:

Retire when, where & with the lifestyle you want.
Get more by investing based on evidence.
Keep more by reducing fees & taxes.

Get more from your money.

Disappointed with your investment returns? Confused by your options? Trapped in expensive investment products?

Let me show you how to change that by:

Following a disciplined evidenced-based approach.
Aligning your savings & investments with your specific goals.
Removing unnecessary costs, hidden fees & commissions.

Secure your family's financial future.

Want to ensure your wealth goes to your loved ones? Unclear about the impact of inheritance & death taxes? Need to preserve your wealth?

I’ll show you how to create a cohesive plan that:

Ensures your assets go to the right people in accordance with your wishes.
Will maximise the amount you leave to your heirs by minimising your inheritance and death taxes.
Preserves your accumulated wealth throughout your lifetime.

Who's behind DTM Private Wealth?

After a 10 year career in financial services, I left traditional expat wealth management so that I could be more outspoken about the injustice in expat financial advice and provide truly independent professional advice.

Since then I’ve helped expats like you: