Advice for navigating the complex personal, professional and financial challenges faced by expatriates.

We know that expatriate life can involve extraordinary costs associated with moving belongings overseas, international schools fees for children, family health insurance and daily living expenses.

As an expat, you need financial strategies capable of responding to the frequent changes in your personal and business circumstances at each stage of preparing to relocate, while living overseas and upon returning to Australia.

Given your unique circumstances, you require a specialist team to provide specialised advice on matters that integrate financial planning, tax, legal, lending and property.

Commonly financial planning advice is aligned with a ATO and international tax and accounting services, Executive Share Schemes (ESS), advice for managing foreign assets including superannuation paid to foreign superannuation funds, business advice, employment contract negotiations and legal and estate planning matters, finance and lending and property sales and acquisition.

To ensure integration of these matters into your overall financial plan, we assemble and manage the relationships of specialist advice team professionals, who collectively problem solves and works towards achieving your goals and outcomes.