Aussie Expat Testimonials
Atlas Wealth Management wouldn’t be who we are without our amazing clients. Hear first-hand what our clients had to say in our Aussie expat testimonials.
With clients in over 18 countries we are fortunate to work with some fantastic people in amazing locations. Thanks to today’s digital age we are able to provide Australian expat financial advice to expats in any location as long as they have access to the internet.
Click on the name below to read more Aussie expat testimonials.
I've been working with Jarrad for about a year and have found him to be a knowledgable, thorough, well organized investment advisor. Most importantly, he has constant contact with my portfolio so I can be sure that my interests are being kept in mind. I would recommend Jarrad to anyone looking for advice and investment assistance,
Corporate Director, Marketing Communications Asia / Pacific at Four Seasons Hotels & Resorts
Brett has been our financial advisor during our time overseas in Shanghai and I have been impressed with his diligent and methodical approach to our investments, and the ability to access and manage a wide range of investment instruments to suit our particular circumstances. He has a thorough understanding of the issues relevant to expats’ situations, eg tax, foreign exchange risk and the arcane details of superannuation and life insurance, but also with a view to planning for our eventual return home.
Electronic Module Group Leader at Magna International
Jarrad provides relevant, timely and honest advice in relation to my financial position. I recommend using Jarrad to review your goals and objectives. You will not find a more honest and reliable guy, its nice to have the services of someone who actually listens to your situation and tailors a solution accordingly
VP Global Technology at JP Morgan
When Jarrad contacted me I chose to give him a hearing and he convinced me that he would manage my investment as if it was his own. His approach was fresh and appealing and since that meeting his open and transparent consultation has been fresh and rewarding. I look forward to working with him as I head toward retirement and would recommend him to others seeking to create some wealth prior to leaving their work environment.
QHSES Senior Director Asia Pacific at McDermott International
Brett is a truly independent financial planner, with deep knowledge and experience in dealing with the special needs of expatriates, drawing from his personal experience living and working in Asia. He is proactive, regularly providing updates on portfolio performance and ideas for portfolio improvement and re-balancing as market conditions and investment performance change. I commend his work and the broader Atlas Wealth team.
GM & Country Head China at National Australia Bank
I only required limited help from a professional financial adviser to answer some specific questions, mainly about Australia/Singapore taxation issues, and to review my proposed portfolio. Jarrad did both competently and efficiently and did not even charge for his service. Jarrad was one of two financial advisers whom I initially contacted for advice. The other planner immediately tried selling dodgy sounding financial products. When I mentioned the products to Jarrad, he immediately warned me that they would get me in trouble with the Australian Taxation Office. I would certainly seek out Jarrad’s help again
It is my pleasure to recommend Jarrad. Since moving to Singapore 1.5 years ago Jarrad has been the financial advisor for my wife and I. Above all else we feel confident and comfortable working with Jarrad. He is personable and is diligent in responding to any request whether by email, text or a call. It is clear that Jarrad remains informed and up-to-date about all markets that he invest in.
HSE Manager Exploration at Woodside Energy
I met Brett while attending a 'Social Adviser' workshop. The guy is an expert on the subject of expatriates and their financial/investment needs. I have called on him myself when I had a client moving overseas and he was more than happy to assist me......pointing myself and my client in the right direction. Recommended!
Certified Financial Planner at Dalton Financial Planners
Jarrad is a cut above any wealth manager I have engaged before (there have been 2). He is knowledgeable, professional, diligent and importantly - an overall great guy. He keeps his word in terms of actions or follow-ups religiously and appears to genuinely have my interests as a client at heart. Even though I'm sure my investments to date are on the low side of many of his other clients - I get the same amount of attention and guidance as I'm sure I will when Jarrad is managing 10 times the current amount. Very highly recommended.
Senior Legal Council at Accenture
Warm, friendly and knowledgeable professional with a genuine passion and talent around helping expats structure their investments in a tax effective fashion. Have thoroughly enjoyed and appreciated the interactions.
Director, Financial Services & Insurance at Argyll Scott
I was referred to Brett through a friend who had worked with him in the capacity I was looking for. I found Brett to be immediately helpful and insightful and had all the answers to my questions in a way I could understand enabling me to make informed decisions very quickly. Brett has done a great job of guiding me through several financial decisions I'd been seeking assistance for for some time. I'd have no problems recommending his services to anyone that may be looking to use them.
Co-founder at Soci-Link
“I highly recommend Brett, I know him for over 5 years and engaged him for my financial planning for the last 2 - 3 years. I benefited a lot from his knowledge and professional skills, he is passionate about his work and very well organized. Brett is always responsive and happy to assist.”
Principal at Woods Bagot
Jarrad is a very knowledgeable and down to earth financial advisor. I feel comfortable and confident that Jarrad's advise is honest,realistic and reliable. I am looking forward to a very long association with him.
Director Cyber Defence at CBRE
Brett provides good advice based on the unique needs of the client. As I am working as an expat it is important to get the right person working for you, Brett is the right man.
General Manager-China at Detmold Packaging
I really appreciate the carefully tailored advice that Brett provides me. The constant market updates are a great source of general information and help me to determine the kind of investment I feel I need to be making. Taken in tandem with the one-on-one advice Brett provides, it makes for a very deep insight into my super and ultimately my retirement needs.
Director at ManageChina
Jarrad is a very knowledgeable and personable adviser. He has a consultative approach and takes his time to understand his clients needs. He understands my goals and has has tailored a successful solution. I also appreciate his weekly market conditions newsletter!
Client Solutions Manager APAC at Alexander Mann Solutions
My husband and I have been using Jarrad as our financial advisor since mid 2013. Jarrad is friendly yet professional and very knowledgeable particularly for expatriates. We have found his advice to be sound and tailored to our circumstances. We are very happy with the results he has achieved for us. He comes highly recommended.
Senior Physiotherapist at Hunter Integrated Pain Service
Having worked with Brett on a number of projects, I can directly attest to the commitment he has sourcing the right outcome for his clients. Moreover, Brett has the highest ethical standing amongst his professional peers and I am very happy to recommend Brett as an unparalleled partner one's financial affairs.
Director at Secured Wealth
Brett's a real professional. He understands his clients and how best to build a portfolio for them. Best of all, his advice makes sense and gets results.
Co-Founder at Beyond Reality Technologies
Brett is intelligent, switched-on and great to deal with. His knowldege of financial products and asset classes is exceptional as is his integrity and professionalism. I'd highly recommend Brett and Atlas Wealth Management to anyone looking for a trustworthy, knowledgeable and highly capable advisor.
Director at Innofoods Co. Ltd