Australian Expats

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our management services to Australians living overseas

We also cater for Non-Australians looking for a secure and well regulated investment environment that allows them to access World Wide investments in a very cost effective and personalised manner.

Our expertise allows us to structure our clients to take advantage of their local tax environment and if appropriate the benefits of the Australian tax environment depending upon their circumstances.

Our Investment Management Service provides individually tailored solutions to our client’s needs and has the flexibility to transition between countries and when repatriating back to Australia.

Our Investment Service also allows for a smooth transition into income streams for retirement.

Financial Professionals has clients in many countries including; Thailand, Hong Kong, Indonesia, China, USA, Canada, Bermuda, as well as those travelling the world safe in the knowledge that their affairs are being well looked after.

When we can’t meet personally we hold regular Skype meeting with our clients to ensure we maintain a close personal relationship at all times.

summary of our services

Financial Professionals offers an extensive range of services and specialist advice.

The services that will be relevant to you will depend upon your specific needs, future plans and the circumstances of the country in which you currently reside.

These Australian Expat services include:

  • Personal Financial Management
  • Lifestyle & Personal Fulfillment Coaching
  • Residency Reviews & Tax Planning
  • Structuring – Resident Trust vs Non-resident Trust
  • Investment Strategies and Recommendations
  • Investment Portfolio Management – World Wide
  • Retirement Planning & Superannuation
  • Transition Strategies Returning to Australia
  • Cash Flow Projections and Management
  • Finance and Margin Lending
  • Life, Trauma and Disability Insurance
  • Succession Planning – Australian & Overseas
  • Business Support & Coaching

range of other services including:

Estate Planning, Asset Protection, Insurance, Superannuation, Retirement Planning, Lifestyle Personal Fulfillment Coaching, Business Support and Coaching.