FAQ

How Do I Become A Client?

There are a number of ways you 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; or

• A Meeting can be conducted over the phone; or

• We can arrange to meet when you’re next in Australia. You are welcome to visit our office or 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.

Why Would I Pick An Australian Based Adviser over a Offshore Based Adviser?

 Australian based advisers are licensed and monitored by the Australian Securities & Investments Commission (ASIC) unlike many offshore advisers who operate with little to no regulations. As a result, Australian advisers not only understand your needs as an Australian expatriate but understand the relevant regulatory issues that are faced by Australian expats. Due to the regulations, our advisers must undertake continuing education that ensures their professional knowledge and skills are always at the highest standing.

 

How Secure Are My Investments?

Atlas Wealth Management only works with Australia’s leading financial services companies. These companies pride themselves on maintaining their integrity and are subject to some of the world’s toughest financial  regulations.

By investing in Australian securities you will always have the peace of mind knowing you’re account is being operated under the jurisdiction of the Australian Securities Investment Commission (ASIC).

What happens when I repatriate back to Australia?

We have many clients who come back to Australia to either continue working or to retire. They still utilise the services of Atlas Wealth Management because they still require someone to manage their wealth. As we have managed your investments over a number of years, we are usually in the best position to provide ongoing advice because no one understands your position better than we do.