Financial Services
We provide a full range of financial services. Each one is tailored to the specific needs of the yachtie lifestyle. Here you’ll find everything you need to plan your life, grow your money and protect your income.
“We encourage everyone to take a Big Picture approach to both their life and their money”
Financial planning
Investing without purpose is meaningless. The purpose comes from your dreams and your ambitions. What do you truly want to do with your life?
That’s why we put a huge emphasis on linking your financial plan to your life plan. Your life plan drives everything. Find out more about building a financial plan that is in service of your dream life:
Vital tools and services, delivered by trusted third-party providers.
Investment platforms & strategies for superyacht crew
A new generation of unique investment platforms and strategies made especially for superyacht crew who are looking to build wealth over time. You can invest by making regular contributions or by investing lump sums.
They are flexible, diversified and tailored to ensure the best opportunity for financial growth over the medium to long term. Most important of all, they are designed to power your financial plan all the way to the finish line.
Protection for superyacht crew
Achieving financial independence relies on your ability to earn. So does the financial stability of your dependents. What happens when you can’t work, due to (temporary) ill health or worse? We’ve got you covered.
What your colleagues say
Remember: Our life goal is to help you achieve your life and financial goals.
Are you ready for your ideal, independent life? Let’s find out together: