Know Your Money with Bronwyn Waner and Craig Finch

72. How to invest Offshore


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Embark on a journey to financial prosperity as we sit down with Guane from Allan Gray, the sage of offshore investing. Uncover the secrets to expanding your portfolio across international borders with insights so sharp, you'll feel ready to conquer Wall Street yourself. We navigate through the complexities of using balanced funds for global exposure and dive into the intricacies of investing directly with foreign currency unit trusts. Guane dissects the allure of feeder funds and lays out why specialists in foreign exchange might just be the money-saving heroes you didn't know you needed. 

Together with Guane, we unravel the enigma of offshore endowments, revealing how they can be a game-changer for savvy investors—particularly those in higher tax brackets looking for smart tax and estate planning strategies. We dissect the structure of multiple policies under a single plan for that extra financial flexibility, and we don't shy away from the practical side of things, talking currency withdrawals to any bank in the world. If you've ever pondered your financial footprint as a non-resident investor or mulled over the idea of moving abroad, this episode is your financial compass pointing to tailored advice that could redefine your investment journey.

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Know Your Money with Bronwyn Waner and Craig FinchBy Know Your Money