Financial planning

for expatriates

Who We Help

FINANCIAL PLANNING FOR NEW ARRIVALS TO AUSTRALIA
New_arrivals to_Aus-01.png
FINANCIAL PLANNING FOR EXPATS LEAVING AUSTRALIA
Luggage.png
FINANCIAL PLANNING FOR RETURNING AUSSIE EXPATS
Expat_returning_to_Aus-01.png

How we help

Financial Planning for Expatriates
Financial Planning for Expatriates
press to zoom
Pre-Departure Asset Planning
Pre-Departure Asset Planning
press to zoom
Australian Arrival Asset Planning
Australian Arrival Asset Planning
press to zoom
Super & SMSF for Australian Expats
Super & SMSF for Australian Expats
press to zoom
Foreign Superannuation Transfers
Foreign Superannuation Transfers
press to zoom
Australian Expatriate Tax Planning
Australian Expatriate Tax Planning
press to zoom
Retirement Planning for Expatriates
Retirement Planning for Expatriates
press to zoom
Expatriate Employee Share Schemes
Expatriate Employee Share Schemes
press to zoom
Insurance for Australian Expatriates
Insurance for Australian Expatriates
press to zoom
Expatriate Australian Investments
Expatriate Australian Investments
press to zoom
Debt Management for Expatriates
Debt Management for Expatriates
press to zoom
Cash Flow Management for Expatriates
Cash Flow Management for Expatriates
press to zoom

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?

12203-graduation-cap-icon.png
Starting your Studies
SR179-perp-Y.png
Getting Married
house-icon.png
Purchase a Property
award-transparent-icon.png
Getting Promoted
Avatar 97
Starting your Career
pram.png
Starting a Family
small-business.png
Starting a Business
first aid.png
Stop Work (Injury/Illness)
You-Matter-Most.png
Thinking to Invest
car-icon-27.png
Saving for a Car
divorce-300x300.png
Considering Divorce
edit-delete.png
Terminated or Redundant
truck-icon.png
Move in with Partner
baggage.png
Saving for a Holiday
wrist_watch.png
Considering Retirement
heart.png
Philanthropy

Where do I get independent financial advice?

Financial planning for expatriates in Brisbane CBD

Level 3, 155 Queens St, Brisbane, QLD 4000

Financial planning for expatriates in Sydney

Level 2, 11 York St, Sydney, NSW 2000

Financial planning for expatriates in West End, Brisbane

MPR Room, 11 Beesley St, West End, QLD 4101

Articles for Expatriates