Secure your financial future
Tell us a little about yourself
Answer four quick questions so we can show you the most relevant ways we can help you.
How many years have you worked in the Superyacht industry?
Your country of residence?
Standard Bank Account
Existing Account Transfers
Help your crew secure their future
Buy your overseas property
Protect Your Income
Open a regular savings account
Save for a house desposit
Achieve your retirement income goals
Smart single lump sum investments
Achieve your dream with a Documented Financial Plan
Get your documented financial plan
Update your financial plan
Spiros Db Capetanakis, Captain
"Dan has been great, making sure I understand exactly how to best plan for the future. Super helpful, honest and straightforward. Definitely recommend getting in touch and having a chat with him or one of his colleagues."
Financial planning for superyacht captains
You often make important financial decisions about your future, and we are here to provide expert advice on the issues that matter to you. The partnership we will develop over time provides you with impartial advice to help you make financial decisions in your best interest.
The Superyacht industry rarely provides personal pensions for Captains. We will work with you to understand what your future career looks like and how your financial plan should best support it.
The lack of pension provision affects all superyacht crew. This is why we offer Captain’s the opportunity to book a meeting on-board for all crew members. You can have a significant impact on how crew provide for themselves in the future by giving them the opportunity to sort out their banking, tax and savings plans.
STOP MAKING EXCUSES
Start planning your financial future today. Simply tell us what matters most to you, and we’ll build a solid financial plan to help you achieve it.