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Free introduction to independent financial advisor for Australian expats

Financial planning tailored for Australian expats providing options for wealth management, investing and tax planning incorporating the complexities of international financial affairs.

Simply complete the 3-step form below to give us a better understanding of your circumstances and the help you're seeking along with your contact information.

We will use this information to connect you to the most suitable fee-based advisor in our network, and you will receive confirmation of their details within 24 hours, including the option to receive a free consultation with the selected partner.

  • Your situation
  • Investment details
  • Contact details
  • Request completed

Request your free introduction to a fee-based independent financial advisor

Free introduction to independent financial advisor for Australian expats - specialist advice

Fee-based financial advice

Our independent experts are qualified to assist with the nuances of the financial situation for Australian expats and will provide you with trusted independent advice.

Whatever your requirements, our experts will be able to help.

Free introduction to independent financial advisor for Australian expats - what you get

Free consultation included

Our hand selected independent financial advisor will offer an initial free consultation lasting between 15 and 30 minutes to provide answers to your general questions.

If you need further assistance, our partner will provide you with a formal proposal which will incorporate a in-depth fact-find, risk assessments and fee breakdown.

Free introduction to independent financial advisor for Australian expats - trusted advice

Tailored advice you can trust

All of the experts in our network are selected through a rigorous selection process and are hand selected based on the information you provide.

No automation, no robots, no algorithms. Just tailored advice you can trust. 

What's included in your free introduction.

Once your introduction has been made, you will be invited to arrange a short discovery call to discuss your situations and answer some general questions. The call will last no more than 15 minutes and will be conducted via Zoom, Teams, WhatsApp or email - whichever is more convenient.

Please be aware that this discovery call will not provide you with free advice, but it will enable you to understand the services on offer and establish whether you would like to work with our partner in a formal capacity. It will also enable you to have some general questions answered, but nothing specific about your particular situation.

Following your discovery call, our partner will provide you with a proposal and fee quotation so that you can decide whether to proceed with formal services.

There is no sales push and you are under no obligation to proceed with any services.

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Testimonials

What expats say about our experts

I was really impressed with the whole service from start to finish. Many thanks indeed for making things happen, particular thanks to Laurence who really made us feel comfortable and gave us great advice. Additionally, he passed on contacts for us which we have been able to use and will continue to do so. Thank you to the whole team

Sue K.

Capital Gains Tax introduction in Australia

I was connected with a tax professional with expertise in the area I required quickly. The were very well informed and eased my concerns, providing a very high level of service

Erica S.

Statutory Residence Test introduction in United Kingdom

Contacted quickly by a Spanish tax expert who could answer our initial questions and set out the way forward in detail with fees clearly explained.

Paul J.

Spanish Tax Planning introduction in United Kingdom

My question was simple but handled incredibly efficiently - I would not have the slightest hesitation in using your services for any future issues.

Rebecca P.

UK CGT introduction in United States