If you are considering or have committed to moving overseas we can provide financial advice to ensure that your investments and superannuation are correctly setup so that you can make the most of your time whilst you are overseas.
This will provide you with the peace of mind knowing that your financial affairs will continue to be handled in a professional manner.
Normally when you first entertain the idea of becoming an expat you will Google where to live, what the best schools are in the area and what it is like living in the city or country but unfortunately obtaining financial advice is left to the bottom of the list.
Usually Australian expats find out they have a problem when they’re overseas and it’s too late.
As part of our services to Australian expats we offer a Pre-Departure Review. This review provides those Australians who are about to move overseas with a review of their assets and outlines a step by step recommendation on what needs to be done to organise your finances before the big move. You can either engage us to implement the recommendations or complete them yourself.
As part of this review we cover off on the following topics:
General Advice Disclaimer
The information provided on this website has been provided as general advice only. We have not considered your financial circumstances, needs or objectives and you should seek the assistance of your Atlas Wealth Management Authorised Representative before you make any decision regarding any products mentioned in this communication. 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.