Skilled Migrant Financial Advice
At Humphrey Partners Private Wealth, we provide wealth management advice and administration for skilled migrants in Australia, particularly 457 visa holders (Temporary Business (Long Stay) visa holders).
Temporary skilled migrants (457 visa holders) entering Australia face a number of unique financial planning considerations. It is important to note that 457 visa holders have tax advantages over ordinary tax residents of Australia. We provide comprehensive wealth creation and financial planning advice, tailored to skilled migrants. Our services include advice on:
- investment and administration
- superannuation
- tax file number applications
- whether you can rely on reciprocal health agreements or Medicare levy exemptions
- Australian taxation returns
- purchasing residential property
- estate planning
- personal insurance including life insurance, total and permanent disablement insurance, trauma insurance (critical illness insurance) and income protection insurance
- if you are a UK citizen, the advantages and disadvantages of transferring your UK pension to Australia
If you are a skilled migrant planning to move to Brisbane (Queensland, Australia), or have already moved to Brisbane, contact us to receive quality financial advice individually tailored to your needs.
As we are not licensed to provide advice in foreign jurisdictions, you must have an Australian address, agent or attorney to which we can direct any advice.
" I contacted Humphrey Partners through a website enquiry seeking professional advice including a life insurance review. Chris took the time to fully understand my financial position, goals and needs to provide me with timely, relevant and easy to understand personal advice. This allowed me to make an informed decision about the types of insurance I really needed, my appropriate levels of cover and how to structure my cover to get the best value for my money."
Carmel White