How to provide financial advice remotely How to provide financial advice remotely – Technology has brought an end to the need for financial planners to be in the same room – or even in the same country – when providing advice to clients It’s widely known that technology is reshaping the way financial advisers …
It’s your dream job, but the pay is a nightmare It’s your dream job, but the pay is a nightmare – Do you remember what you wanted to be when you grew up? An astronaut, a ballerina, a firefighter? And did you decide instead to become an accountant, lawyer or banker? If you had …
Aussie financial planners considering China should think again Treasurer Scott Morrison’s recent comments aside, Australian financial planners would do better focusing on the huge non-advised domestic population than the untapped Chinese advice market. The federal Treasurer emphasised China’s high demand for a wide range of goods and services, including financial services, and his …
Aussie financial planners considering China should think again Read More »
When she was 29 years old, Debra Cohen left a successful career at an aviation magazine to look after her first daughter and become a stay-at-home parent. “It was the best decision I ever made,” said Cohen, who is now 48 and lives in New York. She was thrilled to be a stay-at-home parent, even …
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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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 …
Expats zoom in on property and stocks as the Aussie dollar slides Read More »
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 …
Retirement Income Passport: Retirement Portfolios From Around The World Read More »
Pregnant at 65…with quadruplets? It’s not out of the realm of possibility. If all goes well, Germany’s Annegret Raunigk will be the oldest woman to give birth to quads. Still, having children at 60 is unusual. Kids past 40, however, is becoming more common. When Gregory Gardner’s son, Bo, came along, Gardner was 44 — …
Having a baby in your 40s or later? Consider this Read More »
Registered nurse Colleen Cunningham was at a crossroads. Though the 46-year-old had been a nurse for two decades, liked her colleagues and had a good reputation, she felt that she’d exhausted the role. “I really just wanted to expand my scope,” she said. The answer? Another degree. But the Albany, NY, resident didn’t quit …
How to go back to school at 40 & boost your income Read More »
Estate Planning – Getting back to life after death- Seven-and-a-half years ago, Kristen Brown’s husband died of a heart attack at age 30. “He had just been given a clean bill of health and was a former college athlete,” said Brown, now 38, who lives in Minnesota in the US and is the author …
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Atlas Wealth Group is a group of several organisations, each of which is a separate legal entity registered in the relevant jurisdictions in which they operate and licensed with their respective regulators.
Atlas Wealth Management Pty Ltd – ABN 98 152 187 098 – AFSL 471653
Atlas Wealth Management (DIFC) Limited – Regulated by the Dubai Financial Services Authority License No. F005228
Atlas Tax Pty Ltd – ABN 36 664 334 409 – Australian Tax Agent 26 202 536
Atlas Mortgages Pty Ltd – ABN 93 646 699 863 - Authorised Credit Representative 463430 of Mortgage Specialists Pty Ltd, Australian Credit Licence Number 387025
