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

 ©2016 WHOLE WEALTH

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Australian Arrival Asset Planning