The Art of Smart Financial Planning | UAM Insights

Download The art of smart financial planning

We have written this guide for Superyacht crew who are at the start of their financial journey.

It can be daunting taking the first steps, but this guide takes you through the fundamentals of financial planning and why we are so good at making excuses. We want to remove the challenges so you can confidently take control of your financial future.

Our guide covers:

  • What financial planning is and why it works
  • Smart money habits that make saving easier
  • Savings affordability calculator
  • Tips for your cash tips
  • Compound interest and why it makes a big difference
  • A planning checklist to make things easier
Download The art of smart financial planning

What we do

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.