The financial advice that we provide to Australian expats is not only tailored to your citizenship but also where you are domiciled.

We’re not just talking the talk.

Quite often products such as insurance bonds used to hold investments or overseas pension transfers (QROPS) are recommended without consideration for the client’s future circumstances. Here are our Top Five grievances with offshore financial advisors which we’re sure will resonate with you….

Here's a Quick To-Do List Before You Become an Expatriate Overseas

In addition to providing a wide assortment of financial products, Expat Financial provides excellent service & support. We fully respect if you want to refuse cookies but to avoid asking you again and again kindly allow us to store a cookie for that. Our solution is not to tie you in to products but to provide flexible platforms that are secure and accessible. Your free investment review from one of our qualified advisers will show you how to get higher interest rates, reduce charges and access a range of expat-only investment options. The advice only relates to your situation as an expat in that country and does not take into account the possibility of you either moving back to Australia or to another country.

By continuing to browse our site, you are agreeing to our cookie policy. A fresh approach to financial planning for expats. The result is higher fees for the client and a clear conflict of interest in the advice process. We charge a fee for your financial plan, the process and the outcome. You can contact us and also fill out our quote form.

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Note that blocking some types of cookies may impact your experience on our websites and the services we are able to offer. Note: Some of the products and services described or advertised on this site may not be available to residents of certain jurisdictions, depending on regulatory constraints, including Canada and the U.S. By that we mean that it is appropriate for not only the country that you live in but also the possibility of either moving back to Australia or to another country that may not have as favourable tax structure.

Financial advice for expats is not hard to find. For news and opinions on investment, international tax and financial planning. Regulated and Authorised by Monetary Authority of Singapore (MAS) under Avrio Wealth Pte Ltd. Licence number FA100074. Finally, we pride ourselves on supplying ongoing service and contact for expatriate clients around the world using the latest in phone, fax and computer technology.

Is there a government body that you can apply to?

His business was sold to Prudential and other institutions in 1988 since then he has concentrated on Lecturing and advising a number of clients on Tax and Planning issues including cross border aspects. The tax financial advice that we provide to Australian expats is not only tailored to your citizenship but also where you are domiciled. Expat.com utilises cookies so as to provide you with the best experience possible.
Expat Financial can search the global marketplace for international group insurance plans for expatriate employers with employees around the world, even in high-risk regions. The best expat financial advisor? We have extensive experience in working with individual expatriates, local nationals, their employers and other advisors. The lack of regulation means offshore financial advisors are free to sell investments that would never be allowed in a regulated market like the UK (usually they sell whatever pays them the best commission). Does that license carry any credibility in the financial world? Let’s use the example of £100,000 invested for 15 years with a target rate of growth of 6%. The tax financial advice that we provide to Australian expats is not only tailored to your citizenship but also where you are domiciled.. For example, the advice that we provide an Australian expat in San Francisco would be completely different to the financial advice that we provide to an Aussie expat in Hong Kong or Dubai. Check to enable permanent hiding of message bar and refuse all cookies if you do not opt in. Please contact TFG Global Insurance Solutions Ltd. for more information about your specific jurisdiction. Why should you join the Expat.com community?

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. The policies we offer via TFG Global Insurance Solutions Ltd. or its related web sites are not available to citizens currently residing in the USA when taking out the policy. Whilst all care has been taken in the preparation of this material, no warranty is given in respect of the information provided and accordingly neither Atlas Wealth Management nor its related entities, employees or agents shall be liable on any ground whatsoever with respect to decisions or actions taken as a result of you acting upon such information. European Economic Area financial advisers can ‘passport’ their authorisation in one country to another EU member state. The proof is in our transparent fee-based business model that is focused on building long-lasting relationships rather than looking for a quick sale before moving on to chase the next commission payment. Transferring your pension or making an investment through an offshore financial advisor is like opening a box of sweets at a children’s party as all the hands dive in to grab what they can.

An expat himself, he has a thorough understanding of the challenges of living abroad, Based in the UK, Matthew has a strong background in the financial services industry. Financial advice for expats is not hard to find.

We have cut out all of the parasites who feed off investments to deliver the most cost effective solution that ensures the best potential for long term growth. Is there a possibility that our email has gone to your spam folder?If so, please click on the "Send verification email" button to send a verification email to and follow these instructions to remove our emails from your spam folder. Quite often these offshore advisory firms will have a team of advisors whose job it is to sign you up to some sort of savings plan or “tax-effective bond” and once you commit for 5, 10 or 20 years they will then move onto the next expat. We take the anxiety out of your finances and help you enjoy life overseas. Andrew Talbot from Expat Financial Planning, part of Avrio Wealth told me how they charge, and how it works. We knew we needed to look carefully at our finances as our tax residency had changed … To be able to talk to someone who understands both French and UK investment requirements has made it possible for us to be completely confident that our savings and investments will be looked after properly.”. We only recommend solutions which are secure, flexible (with no surrender penalties), internationally portable and are good value. With poor or non-existent regulation in some parts of the world, financial advisors are able to sell unsuitable structures and investments and not transparently disclose what’s in it for them. Atlas Wealth Management Pty Ltd - ABN 98 152 187 098 - AFSL 471653Atlas Wealth Management (DIFC) Limited - Regulated by the Dubai Financial Services Authority, Once you’ve joined the ranks of the Australian expat community you will soon discover that with your new status comes both amazing opportunities (suddenly being able to jump on a plane and fly to a different country in an hour is an option) but you will also become the target for the well-known “, FAQs About Australian Expat Tax Financial Advice.

It is important to ensure that when you obtain expat financial advice that the advice is portable. Learn about financial behaviour, financial planning and expat stories, How we can help you with your expat financial advice, Level 28, 9 Battery Road Singapore 049910. If you … These work by paying commission to an offshore financial advisor based on the total premiums paid over the term of the plan – e.g. Expat Financial provides international health insurance , individual life insurance , travel insurance and disability insurance solutions for individual expatriates living abroad and their employers. Otherwise you will be prompted again when opening a new browser window or new a tab. Nexus Global is a division within Blacktower Financial Management (International) Limited (BFMI). For example, the advice that we provide an Australian expat in San Francisco would be completely different to the financial advice that we provide to an Aussie expat in Hong Kong or Dubai.

Expat Financial provides international health insurance, individual life insurance, travel insurance and disability insurance solutions for individual expatriates living abroad and their employers. What are the fees and charges of using their service and signing up to their recommendation?


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