Families in Global Transition is grateful to Cross Border Financial Planning, a Silver Sponsor over the past two years. We value their participation in our organization, and their support of financial planning for the globally mobile.
Cross Border Financial Planning specializes in providing financial advice to those who live, work and move across borders.
Growing out of their specialized skills in this field and an interest from all of their partners to live and work abroad, according to CBFP’s Edward Cole, their focus “has and always will be to provide financial advice to a large but often underserved group – globally mobile people.”
The financial planning solutions they develop take into account the tax, currency and legal implications of clients’ current country of residence, as well as past and future plans. Additionally, they’ve developed a trusted network of professionals across the world that they work with in areas such as tax advice, legal services, immigration advice and property finance.
CBFP sponsored and actively participated in FIGT2021, our first ever online conference held in March.
“The virtual conference provided sponsors with an opportunity to make information about their company and services readily available for people to explore in their own time,” Edward shared.
“Although it will always be hard to replicate the benefits of a proper stall that you can have conversations with people at (i.e., in person), the ability to upload brochures and have a virtual stall at the conference was a well thought through alternative.”
Regarding FIGT’s conference platform Pheedloop, he indicated that it “was easy to learn, and made interaction with other attendees a simple process. It was also a good platform for sponsors to have their logo on display throughout the conference.”
Edward also gave an enlightening Power Presentation on Saturday, March 13th, entitled Whilst You Move, Your Money Stays Still: Understand and Simplify Global Financial Planning, in which he drew upon a range of country-specific topics as well as discussion covering broad themes and ideas relevant for most or all countries. Conference attendees may still access the FIGT2021 platform to check out this and all other presentations until September 15th.
FIGT appreciates Edward and Cross Border Financial Planning’s two years of partnership as one of our Silver Sponsors. Many thanks for your support of FIGT, and we wish CBFP much success.