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
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.
When should an expatriate seek financial advice?
Starting your Studies
Purchase a Property
Starting your Career
Starting a Family
Starting a Business
Stop Work (Injury/Illness)
Thinking to Invest
Saving for a Car
Terminated or Redundant
Move in with Partner
Saving for a Holiday
Where do I get independent financial advice?
Level 3, 155 Queens St, Brisbane, QLD 4000
Level 2, 11 York St, Sydney, NSW 2000
MPR Room, 11 Beesley St, West End, QLD 4101