Expat Services

Whether you’re an Australian living overseas, or an overseas national living in Australia, you face some unique challenges. From currency shifts, tax laws and regulations, to legislation around what assets you can purchase, there is much to consider.

Having the right partner to help you navigate a path that maximises your finances is absolutely crucial. You need to factor in your situation today, as well as your future financial position.

Apt Wealth specialises in helping expats better manage their finances. We have a dedicated team to look after this specific area.

 

We work in all major markets

Apt Wealth can help Australians living in a variety of locations including:

The United States of America

The United States of America

The United Kingdom

The United Kingdom

Europe

Europe

South East Asia(incl. Hong Kong, Japan, & Singapore)

South East Asia
(incl. Hong Kong, Japan, & Singapore)

Are you an expat living in Australia? We can help you too!

Australia

Australia

Read our latest expat news and opinion

Aussies in the US: What to consider when building assets

Determining where to build your assets and invest your money is a key decision for any expat. For Aussies living in the US, currency fluctuations and tax implications can have...

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How to prepare for the move back to Australia

Current circumstances have many expats thinking about whether it's time to move home. Whenever you decide to make the move, it requires careful planning. We work with expats across the...

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COVID-19: Tips for US citizens living in Australia

The COVID-19 pandemic has caused significant disruption to economies and markets, with the flow-on effects impacting finances for many individuals. For those living overseas, it can be an even more...

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COVID-19: Tips for Australian expats living in the US

The COVID-19 pandemic has caused significant disruption to economies and markets, with the flow-on effects impacting finances for many individuals. For those living overseas, it can be an even more...

Read more

Retirement Planning: Tips for Australian and US Expats

If you are an Australian expat who is living and working in the US or a US Expat in Australia, it's quite possible that you hold significant retirement savings in...

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We provide specialist advice

Apt Wealth can provide a range of advice including:

Navigating currency:
When should you move your money across borders and what strategy you should employ

Tax system:
Working through what can often be complex tax systems to help you understand your situation

Where to build assets:
Specifically, should you purchase at home or overseas and what the implications are of both

Retirement:
We’ll help you look at today while also preparing for tomorrow so that you don’t impact your future retirement

Contact Apt for an obligation free quote

Talk to Apt Wealth about how we can help

Providing a service you can trust, we’re here to help.

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