Moving between the US and Australia is a well-worn path for expats on both sides. Whichever way you’ve made the move, you’ve done so to enjoy a new lifestyle, so it’s important to make sure you’re living it.
From investment tax traps to currency fluctuations, there are many pitfalls when it comes to your finances, and making the wrong moves can be costly. Our expert financial planners understand both jurisdictions to help you make the best financial moves and stay on track with your long-term goals.
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.
Using our extensive expertise and experience, we can help you:
Build a bespoke financial plan and investment strategy
Stay on track with your life and financial goals
Understand tax systems and implications in both locations
Protect and grow your investments in a tax-effective way
Manage assets across
Grow your superannuation or retirement assets
Prepare for relocation or the move ‘home’