How Can I Help
Comprehensive financial advice services for Australians across the globe
Specialist Australian advice for Australian expats
Having been an Australian expat myself for over 10 years in Singapore, and faced the many challenges that new expats must overcome, I have strived to create a one-stop solution for all your personal finance needs as an Australian expat. My team and I understand the challenges and complexities that come with managing finances while living abroad, and that's why we're here to help.
Our team’s goal is to empower you to take control of your finances and make informed decisions about your money. We offer a range of personalised financial planning services, tailored specifically to meet the needs of Australian expats.
With years of experience and expertise in the financial industry, our team will work closely with you to understand your unique financial situation and create a customised plan that's right for you. Whether you're looking to manage your investments, save for retirement, ensure your superannuation is working for you, review your property portfolio, protect your wealth, or achieve other financial goals, we've got you covered.
We can help you in the following key areas:
Departing Australia
Are you planning on departing Australia and heading abroad to Singapore..? My team and I will work with you to ensure you're finanically prepared to make the most of your time as an Australian Expat in Singapore.
Expat Estate Planning
Our team are dedicated to helping Australian expats plan for their financial future and ensure that their assets are protected and their wishes are honored after they pass away.
Expat Insurance
We have structured our team to be your trusted source for personal insurance advice for Australian expats. As an expat, navigating the complexities of insurance can be a daunting task, but we're here to help.
Expat Life
From setting up your every day bank account, to discovering how to find Australian groceries, catch public transport and rent a property in Singapore. Our team has been there before and can guide you through.
Expat Retirement Planning
Our team is dedicated to helping Australian expats plan for their financial future and achieve their retirement goals. Whether you're just starting out or nearing your golden years, we can help.
Expat Wealth Accumulation
Your saving strategy should provide flexibility to make changes if needed, while still keeping you on track to achieve your financial goals. We can guide you through the options suitable for your goals.
Portfolio Management
As Australian expats, the move offshore opens up a whole world of investment opportunities. We can now diversify our portfolios to include a wide range of options, including ETFs, Managed funds, and more.
Repatriation to Australia
From navigating currency exchange rates to finding the right insurance and investment options, you need a trusted advisor to guide you every step of the way for your repatriation to Australia.
We understand that managing finances can be overwhelming, particularly as an Australian expat in a new environment, with a new set of rules and opportunities to overcome. With our help, we'll take the guess-work out of the equation, so that you can feel confident and in control of your financial future.
Contact us today to schedule a free consultation and start taking control of your finances as an Australian expat.
Start your financial journey with me today.