Develop a financial plan you can build on
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
Get expert advice on your taxes
Craig Condy, Deck Hand
"Great life decision to get involved with such a great team. Thank you for making finance so easy!!"
Financial planning for superyacht DECK CREW
There are three key pillars of personal finance we help crew with; banking, tax and savings. You’re likely to have different requirements depending on where you are in your yachting career.
We know from experience working with Superyacht crew that it’s essential to get the right bank account, make sure you’re paying the right amount of tax and, start to save regularly, in that order. Your documented financial plan is a crucial part of working with us, and all our clients get one. This is how we help you work out your financial goals and how you can achieve them. We do this by talking to you about your career, family, lifestyle, and goals.
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.