How does it work? | Cameron James Expat Financial Planning

The process

So you think Cameron James is a good fit for you.

What's the process from start to finish?

Step 1 - Contact Us​

45-min call scheduled at your convenience to understand your financial goals and objectives

Step 2 - Analysis​

We scan the market for the solution to match your requirements - Detailed advice report.

Step 3 - Solution

One-on-one appointment for Adviser to ensure you have a full understanding of the advice.

Step 4 - Application

Pre-completed application pack securely couriered for you to review, sign and return.

Step 5 - Processing

CJ processes your application and keeps you updated throughout the process until complete.

Step 6 - Performance

Your Adviser updates you on your portfolio growth and on track with your finances goals.

Which Financial Ambitions
Get Lost In Your Crowded Expat Life?

Book Your Free Consultation

Option 1. Select your best day and time in our Online Calendar.
Option 2. Leave your details and we'll be in touch within 12hrs.
How does it work? Cameron James Expat Financial Planning

Trusted By Expats Globally

Everyone wants reassurance they are making the right decisions.
Our clients have experienced the process, so we will let them do the talking!
  • Cost Accounting is enemy number one of productivity

    Jessica Smith - Amazon co.
    How does it work? Cameron James Expat Financial Planning
    People who build their own home tend to be very courageous. These people are curious about life. They're thinking about what it means to live in a house, rather than just buying a commodity and making it work.
  • One of the easiest online accounting systems we've tried.

    Jessica Smith - Amazon co.
    How does it work? Cameron James Expat Financial Planning
    People who build their own home tend to be very courageous. These people are curious about life. They're thinking about what it means to live in a house, rather than just buying a commodity and making it work.
  • Life is like accounting, everything must be balanced

    Jessica Smith - Amazon co.
    How does it work? Cameron James Expat Financial Planning
    People who build their own home tend to be very courageous. These people are curious about life. They're thinking about what it means to live in a house, rather than just buying a commodity and making it work.
  • If you want an accounting of your worth, count your friends

    Jessica Smith - Amazon co.
    How does it work? Cameron James Expat Financial Planning
    People who build their own home tend to be very courageous. These people are curious about life. They're thinking about what it means to live in a house, rather than just buying a commodity and making it work.

Strategic Alliances Our Clients Benefit From

The Key Team

Independent Financial Adviser

Head of Administration

Digital Marketing Specialist

Chief Technology Officer

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