Relocation

Moving to a new country can be an extremely exciting and rewarding journey for you and your family, however, it does come with some unique challenges that need careful consideration and specialist advice. Failure to pay sufficient attention to your financial setup can lead to significant errors and inefficiencies that could make your financial objectives more difficult to achieve.

The sooner you take the time to know and understand your new country’s financial system, the quicker you can set yourself on a path to achieve your financial and lifestyle goals.

Apt Wealth Partners offers a free, no obligation, appointment to discuss your individual needs.

Our services:

Superannuation
& Investments

Tax Effective
Strategies

Home & Property
Loans

Proactive Wealth
Protection

Estate
Planning

Why Apt?

We’ll work with you to set your goals

Everybody needs to clearly define their goals and objectives before setting out a financial strategy. We sit down with you to discuss the unique goals and requirements of an expat such as; where you and your family intend to reside in the short, medium and long term, how often you wish to travel home and whether you will be providing financial support to loved ones overseas.

We take the complexity out of moving

Living and working abroad means navigating through new and unfamiliar tax systems. When moving or working overseas, any financial or investment decision you make can have tax implications both in the country where you are living as well as in the country from which you have moved. Our advisers are here to guide you and develop tax effective strategies for your situation.

We reduce your risk

Understanding your level of cover for personal risk is important when living abroad. Your employer may provide you with cover for certain risks, however some may not cover you for your time overseas. We will identify your financial risks and advise you and your family on the appropriate level of protection.

We understand your financial needs

We can provide advice on superannuation, investments, personal risk insurance, cashflow, tax minimisation strategies, estate planning, home loans, asset structuring and property ownership options.

General Advice warning
The information provided on this website does not constitute ﬁnancial product advice. The information is of a general nature only and does not take into account your individual objectives, ﬁnancial situation or needs. It should not be used, relied upon, or treated as a substitute for speciﬁc professional advice. Apt Private Capital is a business name of Apt Wealth Partners. Apt Wealth Partners (AFSL and ACL 436121 ABN 49 159 583 847) and Apt Wealth Home Loans (powered by Smartline ACL 385325) recommends that you obtain professional advice before making any decision in relation to your particular requirements or circumstances.