In this video, James Marshall, Financial Adviser explores FIVE important financial matters expatriates need to consider.
The challenges facing expatriates are professionally, personally and financially complex, with many unknowns that can seem insurmountable.
We know that expatriate life can involve extraordinary costs associated with moving your belongings overseas, children attending international schools, family health cover and daily living expenses.
As an expat, you need financial strategies capable of responding to the frequent changes in your personal and business circumstances at each stage of preparing to relocate, while living overseas and upon returning to Australia.
Given your unique circumstances, you require a specialist team to provide specialised advice on matters including tax and accounting, business advice, employment contract negotiations and Executive Share Schemes (ESS), legal and estate planning matters, finance and lending and property sales and acquisition as relevant to expatriates. To ensure integration of these matters into your financial plan, we’ll assemble your team and coordinate your professionals so everyone works towards your goals and outcomes.