“My aim is to create long term relationships as much as recommend solutions that fit my clients ever changing needs”
Matthew White, International Financial Planner, Trafalgar International
About Matt
Matt White is one of our International financial planning experts consulting exclusively with High net worth Expatriates and International Workers throughout Europe.
Coming from a multicultural, expatriate upbringing, living in countries such as Australia and Germany, Matt is Bi lingual in German and English and has had a distinguished career at the international arm of Deutsche bank.
With this level of personal and Professional experience, Matt is uniquely qualified to really understand the needs of our clients.
My typical Client
I help clients of all ages at various life stages – from clients that are just starting out that may have landed there first international position with a multinational company to expatriate families that need an international solution to there finances.
My typical client is a working professional between thirty five and forty five years of age working abroad for a multinational organisation, with a young family. He/she is well remunerated and has already worked in several locations throughout the world. They are disciplined with there finances and have high aspirations for there future. They usually want to retire back to there country of origin or that of there partner.
How I work with my clients
The first thing is to ask lots of questions and listen – this doesn’t just give me a detailed understanding of my clients needs but creates a rare opportunity for my clients to take stock and really get to grips of what they want out of life.
Due to busy lives and pressures that many clients face there are certain things that constantly go to the bottom of there list of priorities – usually there financial plans!
Only when I have helped my clients get a clear picture of what they want for there future can I start to research for solutions and make my recommendations.
What sets us apart?
Trafalgar is not associated with any banks, insurance companies of financial institutions and does not provide any of its own products. This puts me in the unique position of being able to choose and research from the global market, compare like for like products, and tailor a solution for my clients.
This is just the beginning; once a client chooses to work with me my priority is to building a long term relationship based on trust, grounded through ongoing reviews and proactive communication.