From investment tax traps to currency fluctuations, expats have many pitfalls to navigate when it comes to their finances. The expert Expat Financial Planners at Apt Wealth Partners can help you get and stay on track with your life and financial goals, wherever life takes you. Whether you’ve recently relocated, lived overseas for some time or have returned home, we can make sure you make the right financial moves.
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 understand the challenges in your new home and your country of origin
and can help you:
Build a bespoke financial plan and investment strategy
Stay on track with your life and financial goals
Navigate currency
movements
Understand tax systems and implications in both locations
Protect and grow your investments in a tax-effective way
Manage assets across
the globe
Grow your superannuation or retirement assets
Prepare for relocation or the move ‘home’
