Expert Financial Planning for US – Australian Expats

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

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’

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 professional partners who can provide US asset management, financial, accounting, legal and career advice, giving you a clear, consolidated plan to guide your decision-making at every step.

 

Check out our latest expat news, articles and opinions

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