Live Smart.

Invest

Smarter.

Trusted Financial & Investment Advice for Expats.

Your financial life as an expat doesn’t need to be complicated. Let certified experts help you invest, protect, and grow—across borders.

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Why We’re Different

More Than Advisors
—We’re Expats Too.

At Expat Advice Asia, we understand the unique challenges expats face. From tax-efficient investing to pension transfers and offshore banking, we tailor every strategy to your location, lifestyle, and long-term goals.sn't just about looks. It's about solving real problems and getting results. Here’s ours.

Unbiased, licensed financial advisors

Get clear, honest advice with no hidden agenda or product-pushing.

Asia-based, globally connected

Deep understanding of local markets with global financial expertise.

Transparent, personalized, and long-term focused

Every strategy is custom-built for your life today and your goals tomorrow.

Accessible and available when you need us

Reach your advisor easily—no waiting, no time zone confusion, no unanswered emails.

Our Services

All-in-One Financial Solutions for Expats in Asia

Whether you're just getting started or planning for retirement, we offer a full suite of services designed to help expats achieve financial peace of mind.

Investments

Globally diversified, goal-oriented strategies

Insurance

Life, health, and income protection

Pensions

Retirement planning & cross-border pension advice

Mortgages

Property financing for non-residents

Offshore Banking

Flexible, secure banking solutions

Wills & Estate Planning

Protect your legacy across borders

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Meet your Advisors

Steven Kerr

Partner

have over 25 years of international financial services experience, including 21 years in the offshore market and an earlier career in UK banking. I’ve been living in Thailand since 2005, working with expatriates on tailored financial planning, investment strategies, and pension solutions. I’m a Certified Financial Planner® with a strong focus on long-term client relationships and transparent advice.

Certified Financial Planner®

25+ years of international client experience

Background in tax optimization, pension transfers, and investment planning

Languages:

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Jean-Pierre Carcabal

Senior Wealth Manager

As a Senior Wealth Manager at Holborn Assets, I provide financial planning services to expatriates across Southeast Asia and Europe. With over 30 years of experience in the financial services industry, I have developed a strong expertise in wealth management and asset management. I hold certifications from CFPB, ANACOFI, and AMF, demonstrating my commitment to professional development and ethical standards. My aim is to help clients achieve their financial goals and secure their future.

Based in Asia for over a decade

Specializes in global wealth preservation and expat estate planning

Known for clear, strategic guidance tailored to expat professionals

Languages:

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“We’ve helped hundreds of expats from around the world build smarter financial futures while living abroad.”

Accreditations

Certified. Trusted. Globally Recognized.

We follow the highest international standards in financial advisory, giving you peace of mind and transparent service every step of the way.

Certified Financial Planner (CFP)

We start by understanding your business, your goals, and your market. This sets the foundation for work that actually performs.

Chartered Insurance Institute (CII)

From rough sketches to working prototypes, we design solutions that solve real problems while looking great.

Securities and Futures Commission (SFC) or FCA affiliations

We carefully build your solution, test with real users, and refine based on data and feedback to ensure everything works flawlessly.

Local and international compliance

After a smooth launch, we monitor performance and provide support to ensure your product continues to deliver value over time.

Client Testimonials

What Our Clients Say

Communication and advice where up to my level of knowledge. Very communicative and well structured advices. On time and advices where valuable and explanatory. After a long time I’m satisfied with my advices and instructions.

Aris K.

Bangkok

Let's Talk - No Pressure, Just Clarity

We offer a free 20–30 minute consultation to help you get clarity on your financial goals as an expat. This is not a sales pitch, it's a relaxed conversation to understand your situation, answer your questions, and explore if and how we can help.

No commitments. No pressure. Just honest advice from professionals who understand expat life.

Get in Touch

E-mail

info@expat-advice-asia.com

Phone

+66 (0)85 359 6897

Address

UBC II Building, Floor 18, Bangkok (Krung Thep Maha Nakhon) Thailand