Financial advice for individuals worldwide
– Your Better Choice and Chance –
International Financial Advice
With A Personal Touch
BCC Team is an independent financial planning practice and brings international financial planning and investment management services to a personal level. Our worldwide perspective and experience allow us to design and maintain custom portfolio that suits your risk tolerance. Whatever changes you’re hoping to make or goals you’re trying to achieve, We’ll provide you with sound advice and professional guidance every step of the way. Take a look at our site and see all that we can do for you today.
Strategic Planning
for all stages of life
From making strategic decisions to developing your capabilities, We are here to help. Using our expertise and deep understanding of the industry, you’ll receive real solutions and experience true results. Get in touch to book a meeting. At BCC Team, our approach to wealth management comes from knowing that a committed financial advisor works to help achieve your financial and life goals. We are confident of bringing clarity and confidence to your financial goals. We can bring clarity and confidence to your financial goals. Whether you are accumulating wealth, enjoying your wealth, or are looking to leave a legacy, our team will be by your side through all stages of life. Whatever changes you’re hoping to make or goals you’re trying to achieve, We’ll provide you with sound advice and professional guidance every step of the way. Take a look at our site and see all that we can do for you today.
WHY US
I started my career in the field of financial planning in 2016 and, earned the Certified Financial Planner (CFP®) designation in 2018. Because I saw how confused and overwhelmed people felt about making financial decisions.
I am the only non-Japanese CFP holder + independent financial advisor in Japan. Prior to becoming a financial advisor, I was working as an IT specialist for some international projects. I have an engineering background, which nicely contributes to the financial side of what I provide for clients.
Over the years, our team has assembled a seasoned team of specialized professionals with outstanding credentials and years of practical experience.
We primary focus is on building lasting relationships centered on through understanding of clients’ needs, wants and wishes—guiding them from being reactive and defensive to being proactive and visionary. We are passionate about helping individuals and families position their wealth more effectively and thoughtfully creating more time for their personal, professional and philanthropic goals.
To empower people with the confidence and knowledge to make more informed financial decisions.
We take the time to understand you and your goals so you receive a comprehensive set of wealth solutions that address your specific preferences and needs. As a client of BCC Wealth Management, you will work with a company with deep resources, a reputation for putting the interests of clients ahead of our own and a passion for helping transform the lives of the people we serve. Because, we believe that the greatest returns are realized when you grow more than wealth.
We have served a variety of clients, playing an important role in your inner circle. Whether we are providing professional investment consulting or complete financial planning, you can rely on us to take care of the big picture and the finer details with an approach that is as disciplined as it is strategic. It all starts with developing a deep understanding of your needs. Our rigorous process ensures a comprehensive plan for you.
- Listen– we learn about your objectives, your perspective on risk and your liquidity needs.
- Tailor– we will present our recommendations and outline the steps by using the details you have confided in us.
- Implement– we put it into action by choosing investment vehicles types and services suited to your needs, goals and risk tolerance.
- Manage– we continue to monitor the progress of your plan and ensure it keeps working for your through all of life’s changes, continually updating you and providing ongoing support.
Why Certified Financial Planner (CFP®)?
At BCC Team, we have CFP professionals available to help you negotiate different financial planning challenges throughout your life. Read on to learn more about the designation and how it help serve you well. CFP certification is the standard of excellence in financial planning around the world. CFP professionals have met rigorous initial and ongoing global competency standards for the practice of financial planning. In addition, CFPs have fiduciary duty to serve the client’s best interest against selling investments or insurance products that might be “suitable” for the client. The CFP designation offers an unmatched protection to clients. Learn more about what makes the BCC Team the better choice for preserving and protecting your legacy.
Choosing an adviser is never easy.
We firmly believe that your location in the world should not be a barrier to receiving fair, independent and transparent financial advice that you can trust. We work with clients across the globe and can offer you a FREE initial consultation wherever you are.
It all starts by getting in touch!
Simply complete the contact form and someone will be in touch for an informal chat to discuss how we can help.
WHAT WE OFFER
In order to prepare for your future, you will need to find a way that you can manage your finances to achieve life goals wherever you and your family are.
Financial planning will help you to do this and the financial planning process is important in developing a plan that is tailored to your own unique circumstances.
The pursuit of financial success always begins with a plan.
- Are you pursing FIRE ( Financial independence Retire Early) ?
- What is most important to you?
- What drives your decision to save money?
- How much are you keeping aside monthly for your children’s education?
Everything else is simply the detail within those plans.
Financial Planning should be a priority for everybody: creating, building and growing wealth to ultimately achieve financial independence.
Everybody’s financial plan is unique and individual to them. We are living in an increasingly complex world where people are living longer and changing job, country and even partner several times within a lifetime.
In order to thrive in other areas of your life it is fundamental that you have a solid financial foundation so that as your life changes you are free to embrace new opportunities without having to fear negative financial consequences.
Successful investing comes from understanding investment goals, accepting there are no shortcuts.
We put forth the strategy that is designed to best fit your life. Meeting your requirements for growth, income or capital preservation. You can expect a portfolio that is individually customized to reflect the future as you envision it.
The purpose of investing is to create wealth.
- Are you looking for a short-term or a long-term investment plan?
- What makes you excited?
You should never be compromise when it comes to your financial future. No matter what stage of life you’re in, we are confident to help you address your retirement planning priorities.
Wherever your work or life leads you, we assist in managing your cash flow and allocating your resources.
We also discuss your social security and Medicare options so you will be ready as soon as you’re eligible.
- Do you have an emergency fund?
- When do you plan to retire?
- Where do you want to live?
- How will you spend your days?
- What is your hobby?
Who are Our Clients
Individuals and Families
Business Owners
Corporate Executives
HNWIs
DINKs
Young professionals
Public servants
Why we are Unique
Clients’ interest come Frist
20 years of experience living in Japan
Multi-language support: Fluent in English, Japanese and Mandarin
Down to earth
Privately-owned business
No ones forcing us to push unnecessary products
Skilled at working remotely while keeping your data secure
Non-Insurance broker
Things you might be interested in discussing
Financial Planning | Saving | Education | Retirement | iDeCo | Investment Management | Bonds | Equity | Mutual Funds | Real Estate | Estate Planning | Portfolio Management | Mortgage review | Insurance Review | Index Funds | NISA | FIRE | Budgeting & Cash Flow Analysis | Career Planning | Lifestyle Planning | Tax-efficient | Asset Allocation | Business Planning | Debt Management | Employee Benefits | Estate Planning |Home Purchase Decisions | Inheritance Planning | Pension Decisions | Rebalancing Investments | Retirement Planning | Risk Tolerance Analysis
