Who we are?
Astra Financial Services is an independent financial consultancy with international presence in Europe and Asia. From pensions, investments, protection, estate planning to mortgage and property solutions, we offer tailor-made financial planning to private clients worldwide.
To be recognised as a leading, independent wealth management firm, offering tailor-made quality advice to expatriates worldwide.
To provide proactive and prudent advice, that will help our clients achieve financial well-being, allowing them to spend more time enjoying life's rewards.
At Astra we are dedicated to our five core values:
- Trust: we believe strong and successful relationships are built on trust.
- Integrity: we are committed to the highest standards of business ethics and good governance. Being a member of the Federation of European Independent Financial Advisers (FEIFA), we adhere to their Code of Conduct.
- Expertise: we are a team of professionals, who are dedicated to education and the concept of lifelong learning. We value our talented workforce, encourage and reward them in contributing to the full extent of their potential.
- Passion: we are passionate about delivering the highest possible standards of client, employee and partner care, all the time. We firmly believe that if you are passionate about what you do, then you will do it to the best of your ability.
- Client Focus: we maintain focus on our clients’ needs by constantly seeking to understand their goals, priorities and values, and adapting as they change over time.
We serve affluent individuals and families at every phase of their personal and professional lives, from the initial stages of wealth accumulation, through retirement and estate planning. This can mean providing holistic financial solutions to support their desired lifestyle, or covering a specific area of interest.
Our clients are typically expatriates who need complex, personalised advice and access to an international range of financial products, to take advantage of their offshore status. Many of our clients may have unique questions with regard to their circumstances, where normally it is hard to get advice. This could, for example, be a situation where a client has a spouse of a different nationality, they possess assets in multiple jurisdictions and would need an internationally applicable investment strategy to preserve and grow their capital.
Our Partner Companies
We are not tied to anybody and work with various providers to make sure we have a suitable range of products that fits individual needs. We cooperate with both large multinational and boutique firms and we do a thorough due diligence on each provider, to make sure it is geared to living up to our and our clients’ expectations.
Some of our providers:
Our European operation is a trading under Astra Financial Services and is regulated by the Czech National Bank under license number 223934PA.
Our Asian division is regulated by the Securities and Exchange Commission (SEC) in the Philippines.
The Federation of European Independent Financial Advisers (FEIFA)
Being a member of FEIFA (www.feifa.eu) through our European operation, we adhere to the highest standards of ethics and get immediate access to regulatory and business information and knowledge.