Who we are
Atlas Wealth Management is the leading provider of Aussie expat financial advice. No matter where you are based in the world, we have the experience in providing financial planning and wealth management services to the Aussie expat community. With clients in over 18 countries it doesn’t matter whether you are based in New York, Hong Kong, Dubai or London we have the skill and expertise in ensuring that the advice that you receive is tailored to you. Our specialty is in providing Aussie expat financial advice and it is not something we do from time to time – we do this for a living. We are the global financial adviser to Australian expats.
Our advisers, like you, are Aussie expats so they understand your needs better than anyone. They speak the language of Expat.
AUSSIE EXPAT FINANCIAL ADVICE
Atlas Wealth Management was born out of the demand from expats who wanted a financial adviser and wealth manager they could trust back in Australia to not only look after their superannuation and investments whilst they went overseas but also to provide ongoing advice that considers wherever they may be located. We understand that expats move around a lot which is why our advice is tailored and our recommendations incorporate the flexibility of dealing with multiple jurisdictions.
We understand that your requirements are more sophisticated than that of an average investor which is why we focus on providing a specialised service. There are a lot of peripheral issues that need to be dealt with when you live overseas and that is the reason why you need to deal with someone who not only understands your situation but has the experience in providing advice to investors who are in the same situation.
Message from Our Founder & Managing Director
“As a former expat, and after living on 3 different continents, I understand the specific needs that an Australian expatriate has when they are living and working overseas. This is what led me to setting up Atlas Wealth Management. We are a financial services firm that offers products and services tailored to providing financial advice and retirement planning to the Australian expat community offshore.
As our name suggests we are globally focused and can service clients wherever they may be located. In today’s technologically advanced environment there is no disadvantage to being located 5,000 kilometres from an adviser. We offer 24-hour access to clients’ accounts ensuring that you are able to view your investments whenever it suits you. We also regularly visit offshore locations enabling us to provide a personal, one-on-one service to our clients.
By incorporating our extensive knowledge of expatriate issues with the resources of some of Australia’s largest financial organisations, we are able to provide our clients the best of both worlds – individually tailored advice combined with institutional support. I invite you to contact Atlas Wealth Management to further explore the world of opportunities that are available to you.