How To Become A Client

There are a number of ways that Australian expats can become a client of Atlas Wealth Management.

You can either:

  • Contact our office to find out when an adviser will be available to meet in person
  •  A meeting can be conducted over the phone or Skype; or
  • We can arrange to meet when you’re next in Australia. You are welcome to visit our office otherwise we are more than happy to come to you.

In order to correctly understand your financial position and the requirements you have, we recommend sitting down for a complimentary meeting to discuss your personal circumstances. Should we need to incorporate a financial plan or tax advice into the management of your investments then we work with a specialist expatriate financial planner or tax adviser who shares the same philosophy – focus on one discipline and do it better than anyone else.