Expert Financial Planning for UK – Australian Expats
Live your best life on both sides of the globe
As a UK/Australian expat, navigating the complexities of financial planning across borders can be daunting. With our tailored expatriate financial planning services, we ensure that you can live the lifestyle you want, on either side.
You moved overseas for the experience, make sure you can live it to its fullest.
Apt Wealth Partners is a national, highly recognised firm offering a full suite of financial planning services. Your expat planner 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
Providing financial advice that understands both jurisdictions
Understanding tax systems and implications in both locations
Navigating currency movements
Protecting and growing your investments in a tax-effective way
Managing assets across the globe
Growing your superannuation or retirement assets
Preparing for relocation or the move home
Transferring UK pensions
Access a network of experts to help you on your journey
As an expat, you have a number of considerations when it comes to where and how you will live and the lifestyle you want to achieve. Our financial planners partner with a network of professional partners who can provide US asset management, financial, accounting, legal and career advice, giving you a clear, consolidated plan to guide your decision-making at every step.
UK/Australian Expat Financial Planning FAQs
Can I own property as an expat?
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.
Can I get a mortgage as an expat?
Whether you are an Australian living abroad or an expat living in Australia, there are some added complexities when it comes to getting a mortgage. The landscape for expat mortgages in Australia is constantly changing, and the institutional appetite for these loans can vary.
How do I transfer a UK 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 UK pension transfer.
Latest expat articles and resources
What should expats consider when it comes to employee share schemes?
John Versace
Jul 29, 2024
Offered in various forms, employee stock ownership plans (ESOP), stock options, restricted stock units (RSUs) and employee share purchase plans (ESPPs) offer opportunities to invest in the success you’re ultimately...
Read more
The top financial mistakes expats make – and how to avoid them
John Versace
Feb 27, 2023
With a new year upon us, many of us are thinking about our goals and plans for the year ahead. If this is you, you may be setting financial goals,...
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Ask an Adviser: Can I get a mortgage in Australia as an expat?
Matthew Baker
Sep 06, 2022
Whether you are an Australian living abroad or an expat living in Australia, there are some added complexities when it comes to getting a mortgage. The landscape for expat mortgages...
Read more
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