Expat Financial Planning 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

Returning to Australia with US taxes

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Estate Planning Considerations for US taxpayers

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How to manage assets and currency transfer as an expat

Working with expats in many countries across the globe, we are frequently asked about the best way to manage transferring assets or large sums of money across borders. When and...

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Tips to navigate property ownership for Australian expats

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...

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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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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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Aussie expats in the USA: What you need to know

The US has always been a popular destination for Australian expats. Whether it be for career opportunities, following a loved one, or in search of a change in lifestyle, thousands...

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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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