RORY PHILLIPS WEALTH

The signature framework

Before you invest a cent, map it.

Money doesn’t cross borders cleanly. The Cross-Border Money Map lays your money out against five simple questions, and the gaps reveal themselves. It’s where I’d start if your money lives in two countries.

In this free guide:

  • A one-page framework you print and fill in by hand
  • Your pots (property, pensions, savings, investments, income) down the side
  • Five questions across the top: country, currency, tax residency, purpose, access
  • Where you’re doubly exposed, or quietly betting your future on one currency
  • How to read each gap you find, and what it tends to mean

Worth knowing: No jargon, no products, nothing to buy, just a simple map for making sense of money that lives across two countries.

Rory Phillips

By Rory Phillips, independent financial planner. Educational only: nothing here is a sales pitch.

The Cross-Border Money Map, guide cover

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Independent & honest No cold-calling, ever Educational only, not advice Rory Phillips Wealth

General information only, not financial, tax or legal advice. © Rory Phillips.
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