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Expatriate Financial Advice

Whether you are an Australian expatriate living abroad, a skilled migrant living in Australia, or endeavouring to obtain a Significant Investment Visa (SIV) from a financial planning perspective it is paramount that expats understand how they will be taxed on their Australian and overseas passive and investment income so that they can take advantage of the unique financial planning opportunities that are available to expats.  It is also vital that expats understand how to maintain their favourable tax regime. 

Chris Humphrey Private Wealth Management can work with your advisers throughout the globe to deliver the best overall outcome for you. 

Our financial planning offering extends beyond investment advice.  It includes:

  • Tax planning and the preparation of Australian tax returns
  • Estate planning 
  • Superannuation advice
  • Retirement planning
  • Personal insurance

Ideally you should contact us before you leave or arrive in Australia, although late advice is better than no advice.

For our advice offering that is relevant to your situation, please refer to our Australian expatriate, skilled migrant or significant investment visa pages.

Please note that our financial advice relates to Australian financial products and services. 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.

"Chris and his team have helped tremendously in organising my income protection insurance and ensuring my cover is held in the most tax effective manner. The process was very straight forward and all insurance options were explained clearly so I was able to make an informed decision on what cover I wanted. "

Adam Brady