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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. 

Additional services following the initial discussion.

Once your introduction has been made, the selected partner will contact you to arrange an initial discussion and may ask additional questions to establish your situation. The discussion will last around 15 minutes and be conducted via phone or email and will provide you with general guidance and answer basic questions relating to your situation.

Following your initial discussion, if you feel you need formal advice or services the specialist will explain all potential charges and services so that you can decide whether to proceed based on what works for you.

There is no sales push and you are under no obligation to follow up with any paid services if you feel they are not required.

Experts for Expats has been featured in...

23% of British expats set to sell UK property - 23% of British expats set to sell UK property - click to see article
BBC Breakfast - Expats in Cyprus having issues with UK bank accounts - click to see article
The Times - Thousands of retiring Britons vote for Brexodus - click to see article
Telegraph - Retiring Abroad Article - We wanted one more adventure’ – the Britons who retired to their favourite holiday destinations - click to see article
Are you a British expat whose bank account is being closed due to Brexit? Here's what's happening and what you can do about it - Are you a British expat whose bank account is being closed due to Brexit? Here's what's happening and what you can do about it - click to see article
Saga - Want to retire in the EU? What could the future hold for you? - click to see article

Testimonials

What expats say about our experts

I was very impressed with the speed and quality of the communication and the amount of information I got in a 30-min consultation. There was no undue pressure on me to buy anything, and it was nice to be able to talk to someone who understood both the UK and US markets. I think this would be an excellent service for anyone with substantial pension pots, is unsure about leaving their money where it is or to transfer it to where they now live, and is looking for either just advice and help with admin or wants a full service. 

Helen C.

Pension transfer introduction in United States

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

Very impressed with the speed of both Robert and the consultant I was connected to. The consultant definitely had good knowledge of the space and was very professional.

Andrew B.

Double tax relief introduction in United Kingdom

The consultant was very helpful and I will definitely reach out when needed. Plus I would highly recommend to others.

Ella F.

FATCA introduction in United Kingdom