Expert Financial Planning for Expats

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

Build a bespoke financial plan and investment strategy

Stay on track with your life and financial goals

Stay on track with your life and financial goals

Navigate currency movements

Navigate currency
movements

Understand tax systems and implications in both locations

Understand tax systems and implications in both locations

Protect and grow your investments in a tax-effective way

Protect and grow your investments in a tax-effective way

Manage assets across the globe

Manage assets across
the globe

Grow your superannuation or retirement assets

Grow your superannuation or retirement assets

Prepare for relocation or the move ‘home’

Prepare for relocation or the move ‘home’

You moved overseas for the lifestyle you wanted. Make sure you are living it.

We help Australians living around the world, and expats living on our shores to maximise their finances and live the life they want, today and tomorrow.

 

Our experts can help you navigate finances around the globe, including

 

The United Kingdom

The United Kingdom

Europe & Middle East

Europe & Middle East

South East Asia

South East Asia

Australia

Australia

Don’t go it alone and risk making decisions
that could impact you for a lifetime.

Don’t let the move home put your financial goals on hold

Navigating expat finances doesn’t stop when you return to Australia. From your overseas
assets to your retirement savings, it takes careful planning to maximise your finances.

 

We can support you to:

 

Prepare for the move home

Prepare for the move
home

Make the best possible investment and asset decisions

Make the best possible investment and asset decisions

Understand and minimise the tax implications of financial moves

Understand and minimise the tax implications of financial moves

Stay on track with your financial goals

Stay on track with your
financial goals

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 expat accounting, legal and career experts, giving you a clear, consolidated plan to guide your decision-making at every step.

 

Check out our latest expat news, articles and opinions

How to manage your foreign pension on returning to Australia

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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

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Tips to navigate property ownership for Australian expats

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How to prepare for the move back to Australia

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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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Don’t go it alone and risk making decisions
that could impact you for a lifetime.