In this webinar, UAM Financial Planner Elliot Krauze introduces the three key pillars of financial planning in the yachting industry: banking, tax and savings. He also takes you through the 5 most common ‘financial personalities’ that exist.
Designed to help you connect with your saving personality and understand how this impacts your finance decisions, this webinar is the first step to ensuring you are set up to maximise your finances during your years at sea. The webinar was developed for Superyacht crew who are at the start of their financial journey and want to know more about bank accounts, tax and investments.
Discover how much you actually need to accumulate to secure your future lifestyle, find out if you’re on track and write your own cheque for financial freedom.
There are 5 common money personalities, which apply to everyone, crew and non-crew alike. Each personality comes with its own advantages and disadvantages. Elliot goes into more detail during the webinar (from 14 minutes in), but we’ve included a brief synopsis of each below. You can then see which one you identify with the most.
We work exclusively with Superyacht crew to help them find the right financial solutions during their yachting career. Our team, the majority of whom are based at our head office in Palma, have decades of experience between us helping crew develop financial plans.
Understanding the challenges that come with working in the fast-paced world of Superyacht industry, we have adapted the way we work to fit crew needs.
We have an excellent reputation within the Superyacht industry. Of course, we don’t just expect you to take our word for it. You can see 5-star client reviews of our financial advice on our Facebook page and read some of our yacht crew client testimonials here.
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