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Financial planning

for expatriates

Who We Help

FINANCIAL PLANNING FOR NEW ARRIVALS TO AUSTRALIA
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FINANCIAL PLANNING FOR EXPATS LEAVING AUSTRALIA
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FINANCIAL PLANNING FOR RETURNING AUSSIE EXPATS
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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?

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Starting your Studies
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Getting Married
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Purchase a Property
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Getting Promoted
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Starting your Career
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Starting a Family
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Starting a Business
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Stop Work (Injury/Illness)
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Thinking to Invest
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Saving for a Car
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Considering Divorce
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Terminated or Redundant
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Move in with Partner
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Saving for a Holiday
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Considering Retirement
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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

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