Financial Planning

From time to time it is important to take stock of what you have and where you want to go. This is where a financial plan can come into play. Atlas Wealth Management prides itself in delivering tailored financial plans that are specific to your circumstances as an Australian expat.

There are a number of events that provide a good opportunity to arrange for a financial plan to be conducted. These can include:

  • Change of financial circumstances. Examples of this can include:
    • A change in career or position in the work force
    • Moving overseas and living in a new jursidiction
    • Sale of a business or other investments
    • An inheritance
  • Change of personal circumstances. Examples of this can include:
    • Moving from Australia to work overseas
    • Leaving a job overseas to return to work or retire in Australia
    • Marriage or divorce

When you are looking at arranging for a financial plan to be completed by a registered investment or financial advisor, you need to ensure that it not only takes into account your status as an Australian expatriate offshore but also the medium and long term factors after you have returned back to Australia. Whilst you are an expat, there are certain offshore products that may suit you whilst you are overseas, however once you return to Australia and your tax status changes, the benefits and advantages of such a product may not be as appealing.

At Atlas Wealth Management we take into account not only your current circumstances as an expatriate but also your longer term aspirations and goals after you have repatriated back to Australia.

 

General Advice Disclaimer

The information provided on this website has been provided as general advice only. We have not considered your financial circumstances, needs or objectives and you should seek the assistance of your Atlas Wealth Management Authorised Representative before you make any decision regarding any products mentioned in this communication. Whilst all care has been taken in the preparation of this material, no warranty is given in respect of the information provided and accordingly neither Atlas Wealth Management nor its related entities, employees or agents shall be liable on any ground whatsoever with respect to decisions or actions taken as a result of you acting upon such information.