EXPAT ADVISORY GROUP
From Italy to the World
When work leads you to another country, there are many things to get used to, including unfamiliar financial laws, tax regulations and different opportunities to grow your funds. Expat expert Andrea De Grazia shares a wealth of personal experience and knowledge to help his clients gain a financial advantage in their home away from home.
As someone with an expatriate background, Italy-born Andrea De Grazia understands first-hand, the experiences and challenges expats face while outside their home country. Separation from a familiar environment, culture shock, international taxation laws, new financial management challenges and more – he’s learned and lived through them when he relocated from Italy to Beijing and now, Singapore.
Such experiences and knowledge come in immensely handy in helping him tailor financial solutions for his expat clients as Principal Consultant at IPPFA’s Expat Advisory Group, a specialist division that helps expatriates and international private clients capitalise on all the unique financial benefits of living and working in Singapore.
“… a specialist division that helps expatriates and international private clients capitalise on all the unique financial benefits of living and working in Singapore.”
Strong Work Ethic and
Andrea’s approach to advisory is one that has built his clients’ trust in him. He shares values that his family had ingrained in him since he was young – honesty, dedication, perseverance, patience and loyalty. Such values, he adds, have been fundamental in his development both at work and in life.
He also credits his success to those around him.
“The support and continuous motivation from my family, colleagues and friends have helped me to stay positive and motivated to work even harder during difficult times,” he adds.
Andrea makes it a point to have his clients’ best interests at heart, by always being transparent about the risks and opportunities of any financial plan or solution.
Recognising his sincerity, his clients are glad to put in a good word for him:
“… always being transparent about the risks and opportunities of any financial plan or solution.”
“I have worked with Andrea for my financial planning needs for more than three years now and found him to be quick to respond, well aware of the current financial markets trends but also extremely humble and professional in his conduct with me. I always feel comfortable communicating with him whether digitally or in person. ”
“Andrea is a very professional person in his work, always available and quick to respond. I have been financially followed by Andrea for the past couple of years to build my pension fund and I must say that I have never doubted his advices, which are totally honest and most important he does not take any advantage on it. I will certainly continue my financial relationship with Andrea in the long term. ”
“I must say that I have never doubted his advices, which are totally honest and most important he does not take any advantage on it.”
And Andrea is ever-driven to add more value to them, as well as future expats he may cross paths with.
“Moving forward, I aim to further strengthen my relationships with current clients, as well as support even more expats in ensuring that their time away from home is financially fulfilling,” he says.
EXPAT ADVISORY GROUP
Andrea De Grazia
Andrea serves professional expatriates working in Singapore who need global, multi-currency and portable solutions. The fully-licensed adviser supports his clients with a comprehensive range of advisory services from portfolio management to investment, life and health protection and retirement planning.
He is trained in many aspects of advisory, enabling him to serve clients of various stages of life. For example, some of his clients are at the beginning of their careers and looking to accumulate wealth. Others are senior professionals who have accumulated significant wealth, and need advice on wealth preservation and robust retirement plans. No matter where these diverse clients are in life, Andrea works with them to structure their financial goals, where he manages their portfolios according to their risk profiles, changing needs, as well as evolving market conditions.
Since he joined IPPFA, Andrea has displayed excellent performance with consistency, earning him awards every year. In 2016, he was the Expat Advisory Group’s top new financial consultant. He also won Producer Club Awards in 2017, 2018 and 2019. Recently, he became a qualifier in IPPFA’s Chairman’s Round Table (CRT), an award that recognises the top advisers in the company. He is also well on track to qualify for both awards next year.