Expat planning
As expatriate specialists, our services are three-fold: we consider the requirements for departure from your home country; we assist once you are “on the ground”; and we will work with you in preparation for repatriation well in advance of the time of your return home.
Advance your
wealth experience
Advance your
wealth experience
Life as an expat is incredibly rewarding but it can also have its complexities when it comes to managing your finances. Financial planning will help you to make better decisions by helping you to answer “what if” questions and giving you a clear roadmap for your life in this new country.
Our heritage and global presence mean that we understand your requirements as an expat and the challenges you face. Whether it relates to how you invest and manage your finances or managing local banks, expenditures and taxes, we will help you navigate this new financial landscape and build you and your family a plan.
Architects of your
success
Architects of your
success
Your goals are our goals. When we work with you we become completely invested in achieving the results that matter to you.
To help you achieve them, we’ll understand your needs right now, and ambitions for the future. We’ll assess your situation and from there we will propose our recommendations and show how you can prepare for the future. We provide a solution for people who would like to:
- Create and implement a financial plan
- Maximise the financial benefits of their employment
- Enhance their wealth while overseas
- Ensure their assets are protected in their home country and place of residence
- Understand the effects of international mobility on their pension or superannuation.
