Home >
Expert Financial Planning for Expats
Live your best life, wherever it takes you
Stay on track with your life and financial goals in any corner of the globe with the expert team at Apt Wealth Partners. Our experienced expat advisers can help you navigate all the pitfalls, from investment tax traps to currency fluctuations, to live for today and plan for tomorrow.
Our advisers are experts in multiple jurisdictions who work closely with our in-house investment team to protect and grow your wealth, making sure you make the right moves at every step.
Managing finances as an expat can be complex, but it doesn’t have to be
Apt Wealth Partners is a national, award winning firm offering a full suite of financial planning services. Your adviser works closely with our experienced investment team, leveraging in-house and global research to keep the latest market data at your fingertips.
We can help you with:
Building a bespoke financial plan and investment strategy
Staying on track with your life and financial goals
Understanding tax systems and implications in both jurisdictions
Navigating currency movements
Protecting and growing your investments in a tax-effective way
Managing assets across the globe
Live your best life in any corner of the globe
Growing your superannuation or retirement assets
Preparing for relocation or the move home
Access a network of experts to help you on your journey with Apt Wealth
Apt Wealth puts an expert team in your corner for comprehensive expat financial planning, tax, accounting and legal advice to help you live your best life in any corner of the globe.
This cohesive approach from leading firms gives you a clear, consolidated plan to guide your decision-making at every step.
Expat Financial Planning FAQs
What are the tax implications of living and working overseas as an Australian expat?
You’ve moved overseas for the lifestyle you want, and it’s important to ensure you can live it. So, it’s essential to be aware of the potential tax implications and make informed decisions to protect and grow your wealth for the long term.
What do I need to consider as an expat property owner?
Property ownership can be a great way to build wealth. However, if you’re an expat, property investments can be complex, and it pays to do your research. Whether you are considering keeping the former family home when you relocate or buying property as an investment, there are a few factors to weigh up when deciding whether it is the right move for you…
How do I transfer a foreign pension to Australia?
What to do with a foreign pension when you return to Australia is one of the most commonly asked expat financial questions and it can be complex. Here are our tips to manage foreign pensions.
Latest expat articles and resources
What should expat US taxpayers consider as the end of the US tax year approaches?
John Versace
Nov 14, 2023
The end of the US tax year (31 December) is fast approaching. If you’re a US citizen living in Australia or an Australian living in the US, it’s essential you...
Read more
5 reasons to consider investing in Australian shares and listed investments while living in Dubai
Emily Lanciana
Aug 30, 2023
As an Australian living in Dubai, you may be wondering what your options are when it comes to investing any surplus cash. Of course, you have options to invest locally,...
Read more
Can I get US social security if I retire in Australia?
John Versace
Aug 17, 2023
As with most countries, there are restrictions on accessing social security outside the country, but they are not as onerous as you might think. US expats and Australians who have...
Read more
Contact Us
Leave your details below, and we’ll be in touch.
"*" indicates required fields
