Explores the 5 key questions to consider when planning your retirement, along with valuable tips to help navigate this important phase of life.
At Rosbotham Finance, we understand the financial challenges faced by expats living and working in Switzerland. That’s why we’ve created a set of practical, easy-to-understand guides to help you make informed decisions with confidence.
These free guides simplify complex financial products and are designed to help expats in Switzerland explore key topics.
Whether you’re planning your retirement, preparing to repatriate or relocate, or managing your finances as an expat these free downloads are designed to help. Some of our most popular downloads include:
Each guide is designed as a practical financial education tool, simplifying complex topics and helping you build the confidence and knowledge needed to engage in more informed conversations with your adviser.
This guide will help you understand your UK pension options as a non-UK resident, including comparisons, costs, avoiding scams, and choosing a reputable financial adviser.
Explores the 5 key questions to consider when planning your retirement, along with valuable tips to help navigate this important phase of life.
Discover the 13 essential areas of financial planning every expat should understand — why they matter, the actions you should take, and the potential risks of doing nothing.
Explore some common questions individuals often have about repatriation & relocation planning, along with valuable tips to help navigate this important phase of life.
Creating a financial plan is not just about saving money or investing wisely. It’s about taking control of your financial future, reducing uncertainty, and ensuring that you’re in the best possible position to meet your goals. This step by step guide will help you start creating your own financial plan today
Many clients we meet in Switzerland are offered early retirement or voluntary redundancy pay-outs before reaching Swiss retirement age. Although these options may seem the same on the surface, the term used to define your departure uniquely affects pension access and overall retirement planning. This guide discusses 5 key considerations.
Preparing for departure to another country can be stressful. This download provides an administrative checklist for expats moving from Switzerland to another country, so nothing is missed!
Many people consider property investment as a way to grow their wealth, but how does this compare to investing in the stock-market. This document compares self-investing in property with investing in a diversified stock and bond portfolio with a financial planner.
It’s not uncommon to hear coworkers or friends confidently share their latest investment wins or financial strategies. But what they don’t share is often more important than what they do! Could you fall into this financial trap?
Two of the greatest threats to achieving long-term financial goals are inflation and the failure to take action. Inflation erodes the purchasing power of your money over time, while procrastination can limit your ability to maximise returns and reach financial independence.
The content on this website & in the above free guides is provided for general informational and educational purposes only and does not constitute financial advice. Individual circumstances can vary significantly. You are strongly encouraged to seek independent financial advice before making any decisions based on the information found here. This should be with a qualified financial advisor who can consider your individual circumstances and objectives.
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David Rosbotham is published on the ARIF (Association Romande des Intermediaries Financiers) public register for regulated Financial Planners in Switzerland – number 17147 and further information is available upon request.
