Financial planning

for expatriates

Who We Help

FINANCIAL PLANNING FOR NEW ARRIVALS TO AUSTRALIA

FINANCIAL PLANNING FOR EXPATS LEAVING AUSTRALIA

FINANCIAL PLANNING FOR RETURNING AUSSIE EXPATS

How we help

Financial Planning for Expatriates

Pre-Departure Asset Planning

Australian Arrival Asset Planning

Super & SMSF for Australian Expats

Foreign Superannuation Transfers

Australian Expatriate Tax Planning

Retirement Planning for Expatriates

Expatriate Employee Share Schemes

Insurance for Australian Expatriates

Expatriate Australian Investments

Debt Management for Expatriates

Cash Flow Management for Expatriates

Why Choose Whole Wealth

Whole Wealth is one of the few firms in Australia with the expertise to give financial advice relating to expatriates. We have years of experience dealing with clients from various countries and created a frame work for handling this type of financial planning. Taxation law is complex and can take years to master for just one jurisdiction. We recognise this and focus on Australian tax laws and seek specialists in the foreign countries who have mastered their own laws. We have a network of qualified and experienced financial planners, accountants, and lawyers from around the world who we work with and can pass you on to when you move into another jurisdiction outside of Australia. This ensures you have experts in both countries helping you achieve your best results.