You Deserve Better

It’s the reason we started SJB. We believe that you can get high-quality advice for a fair price. No double agenda and working with you to reach your goals. SJB Global provide financial planning to people in all corners of the world.

Investment Advice
US Expat Services
Estate Planning
Saving Plans
Retirement Planning
Pension Advice

 

How We Keep Our Fees Low – The Truth

Remote-Based

You get a personal experience whenever it suits you, we save costs.

Learn more about our fees

Innovation

Using technology to automate processes saves us time to increase the quality of our services.

International Adviser’s best practice awards: Professional development award ’21

Passive funds

Lower cost, better long-term performance.

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Core Values

Service

To provide you with the knowledge you need to succeed through all life transitions. Not just being told what to do, but to be in control and up to date every step of the way.

Transparency

About your situation, the costs, the limitations, risks, and the time it takes.

Your best interest

100% Independent and not motivated by commissions from third parties. As your investments grow, so does our compensation. Our interests are aligned to provide you with the best possible outcome.

Expertise

You will be supported by accredited, experienced, and passionate people with the best tools

Fee-Only

No hidden charges and the more you invest, the lower the cost

Holistic

A tailored plan is created based on all aspects of your personal and financial life to help you stay on track to meet your goals

Teaching Ethics with SJB Academy

A young and passionate team never stops learning. SJB Academy supports the continuous progress of your advisers to ensure quality recommendations that are always in your best interest. Professional Development Award ‘21

SJB Global