Expatriates
Make your expatriate experience fruitful and enjoyable by building a solid financial plan. Partner with the leading provider of financial advice and investment solutions for expatriates living and working abroad.
Journey of discovery
Journey of discovery
Experiencing life in a foreign country can be exhilarating. It offers the chance to explore the world while bolstering your professional prospects.
However, navigating financial matters can present its own set of challenges, making the journey both exciting and intimidating. We will help with:
- International availability of liquid assets
- Asset allocation, portfolio construction and review
- Effects of international mobility on your pension or superannuation
- Asset protection and insurances Foreign exchange
Curated for you
If you are an expat in Asia, or you are about to relocate, you will likely experience a significant change in your tax and financial position. Our team will be the guiding hand along the pathway to your financial success and reassurance during this significant life change.
When it comes to investments, we are your trusted partners in asset selection and management.
Our focus is on helping you select investments that cater to your needs and are managed in a manner that aligns with your goals.
Regardless of your current stage of life, retirement contributions allow you to reap the greatest rewards.
We will work with you and other specialist advisers to assist you with structuring these investments while living overseas.
Discussing death and wills might not be a typical conversation, but it takes on added importance when relocating.
Our commitment is to help you put your affairs in order and navigate any special requirements, including the potential need for wills in both locations.
If you need to transfer money between Asia and your home country, we will help you understand the foreign exchange options available.
Additionally, we’ll provide information about the impact of exchange rates moving against you when making international payments.
