Building a scalable expat financial planning business

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Nest Egg

Building a scalable expat financial planning business

  Building a scalable expat financial planning business   Mongolia wouldn’t appeal to many Australian financial planning principals as a rich source of potential new business, but it has caught the attention of Brett Evans who is building a expat financial planning business, the first in Australia. His planning business, Atlas Wealth Management, focuses primarily […]

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AFR

Expats zoom in on property and stocks as the Aussie dollar slides

  Expats zoom in on property and stocks as the Aussie dollar slides   Brett Evans’ financial planning business is about to get very busy. His company, Atlas Wealth Management, which specialises in servicing Australian expatriates had 20 calls from clients last month, twice as many calls than usual. And they were all looking to buy or sell properties, taking

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Forbes

Retirement Income Passport: Retirement Portfolios From Around The World

  Retirement Income Passport: Retirement Portfolios From Around The World   Ever wonder what a retiree in Australia, Canada, Singapore, or other distant locations invests in? Curious as to how much they invest in US companies, or what financial advisors helping retirees in other countries see as some of the best, most underutilised opportunities? Join

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