Financial Planning

Our financial planning services help expats in Saudi Arabia plan, manage, and grow their wealth with confidence.

New opportunities, new challenges

As an expat in Saudi Arabia, you benefit from zero income tax on salaries and investments. This gives you more opportunities to build your wealth.

However, living and working in a new country brings unique financial challenges. Cross-border rules and regulations can be hard to navigate and may stand in the way of your financial goals.

Our financial planning services help you add structure, organise your money, and reach your goals.

Everyone can benefit from expert advice. For expats, financial advice is even more valuable for navigating the complex rules and unique challenges they often face.

Our financial advisers provide personalised planning to keep you on track and help you build a strong foundation for your future.

Our financial planning philosophy

We understand the financial challenges that come with living and working abroad, and we know what it takes to navigate them.

We believe financial planning should be personal, transparent, and independent. Above all, your needs always come first.

Personal

No generic advice. Every plan is tailored to your needs and goals.

Transparent

We use clear language with no jargon or hidden costs. You get straightforward, independent financial advice.

Independent

Our advice is unbiased and always focused on what's best for you.

We do more than work for clients. We build lasting relationships, helping you make confident decisions at every stage of your financial journey.

Who we help

We provide expert financial advice to support a diverse client base in Saudi Arabia. Our services are designed for:

Expats living and working in Saudi Arabia
High-net-worth individuals
Business owners
Families with international assets

Our financial planning services

Holborn Assets is one of the few Western financial services companies in Saudi Arabia to hold a full regulatory licence. Here are the key services we offer.

Retirement planning

Whether retirement is years away or just around the corner, we help you build a reliable income for the future, wherever you choose to live.

Estate planning

We help you plan, protect, and pass on your wealth so your family's future is secure.

Investment advice

Our expert advice and investment strategies are tailored to your goals and risk level, helping your money grow over time.

Investor visas

We offer some of the world's top residency and citizenship by investment programmes, and provide expert support throughout the application process.

Wealth management

Our wealth managers work with high-net-worth individuals and those with complex financial situations to help preserve and grow their wealth.

Get a clearer picture of your finances

Our financial tools and calculators help you get a clearer picture of your current and future finances.

See our financial tools

Financial planning on the go

The Holborn App is an all-in-one financial planning tool that puts powerful features at your fingertips.

Monitor your finances: See a full breakdown of your assets and how your money is allocated.
Track your investments: Check performance, review key metrics, and stay up to date with market trends.
Access to expert advice: Get help when you need it. Contact your financial adviser or schedule a meeting directly through the app.

Download the Holborn App

Start your financial planning journey today

If you're an expat in Saudi Arabia, professional financial advice can help you overcome financial hurdles and make the most of your money.

Book your free consultation

Frequently asked questions

Financial planning is a service that helps you manage your money and reach your goals. It gives you the expert advice you need to build a clear plan so you can make better financial decisions.

Expats often face complex financial situations, especially when it comes to taxes and managing assets in different countries. Professional advice gives you the guidance and support you need for your unique situation.

Yes. Holborn Assets is one of the first Western financial advisory companies in Saudi Arabia to hold a full regulatory licence. We are licensed by the Ministry of Investment in Saudi Arabia (MISA), which means we are well-placed to help expats living here.

When choosing a financial adviser, look at their credentials, experience, fees, and expertise. Checking reviews from trusted sources, such as Trustpilot, can also help you decide.

Yes. We focus on financial advice for expats. Our advisers help you manage your finances across borders effectively.

Financial planning helps you reach specific goals, while wealth management covers all areas of your financial life. Financial advisers work with many types of clients, but wealth managers usually help high-net-worth clients or those with complex financial needs.