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Expat financial planning

In this whitepaper, we discuss the key points expats must be aware of to maximize their financial opportunity while living and working overseas. You can find the full version of the paper here. Savings sitting in a bank account is an underutilised asset. Money needs to go to work to create more money. Being in a momentarily favourable position on an expat assignment means pragmatically assessing what you need to live well while allotting a specific saved amount towards professionally directed investment opportunities. The attractiveness of the situation is doubled, too, if you can put your money to work in both the home and guest countries. A split income can logically direct financial resources to long-term home opportunities while giving you the flexibility to explore the excitement of more novel opportunities within overseas economic sectors that differ wholly from your home country. Options can be onshore or offshore to explore favourable tax benefits, while certain home-based investments may be developed solely for non-resident citizens working overseas. There is any number of specifically formulated investment plans that tailor to varying fund amounts, in differing currency splits, and over set periods that take into account either continued residence in your country of work or a return to your home country. Structured notes, for example, enable short-term, high-yield fixed investments to be made that tally with needs, so a year payout could coincide with a move home.
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Many Americans are uprooting themselves to explore the world and often taking their work with them. But while living abroad has its benefits—including a lower cost of living, in many cases—it also introduces financial complications. This guide to financial planning for expats covers what you need to do to both protect and enjoy your wealth while living abroad. By definition, an expatriate or expat is someone who lives full time outside of their home country. But you do most or all of your day-to-day living in a different country. Becoming an expat is a growing trend, particularly among young people. Take a city like Barcelona, Spain, which is brimming with sangria, paella, beautiful beaches, and a culture unlike anything you can find stateside. As glamorous as it sounds, success as an expat truly depends on proper financial planning. One of the biggest draws of living abroad, even for a short period, is enjoying a lower cost of living. Countries like Vietnam, Mexico, and South Africa are ideal for stretching your income or savings farther than they would typically go if you lived in the United States.

Retirement planning

Atlas Wealth Management prides itself in delivering tailored Australian expat financial planning services that are specific to your circumstances as an expat. When you become an expat, it is very easy to get caught up in the lifestyle. Whether that is hiring domestic help, taking more holidays or living in a better house. Expat financial planning enables you to get on the front foot and organise your finances. Not only will you gain peace of mind knowing how to navigate Australian expat tax matters but that you are taking the appropriate steps towards a stable financial future and you will have something to show for your time away apart from photos and great stories. There are a number of events that provide a good opportunity to arrange for a financial plan to be conducted. Leaving a job overseas to return to work or retire in Australia. When obtaining a expat financial plan you need to ensure that it not only considers your status as an Australian expatriate offshore but also the medium and long term factors after you have returned back to Australia which is why you need a personalised Australian expat financial plan. Whilst you are an expat, there are certain offshore products that may suit you whilst you are overseas, however once you return to Australia and your tax status changes, the benefits and advantages of such a product may not be as appealing. At Atlas Wealth Management, we take into account not only your current circumstances as an expatriate but also your longer term aspirations and goals after you have repatriated back to Australia.

In today's fast-moving world, effective wealth management is key to achieving success. But sometimes it can be hard to tell what investment solutions are ideal for you. That's where our financial planning service comes in, you'll get comprehensive investment support to help you on your way.

Our Wealth Managers help expats living and working around the world, at all stages of expat life. Many of our Wealth Managers are expats themselves, so we understand how hard expats work for their money, and the sacrifices they and their families have to make.

The way you manage your money now could have a big impact on your future. Our priority is to understand what's going on in your life - and where you'd like to be in 5, 10, or even 50 years. Whether you're looking for a comfortable retirement, to secure the best start in life for your children, or simply want to make the most of your disposable income, we could help you make financial decisions that suit your current needs and future aspirations.

Reviewing your finances with one of our experienced wealth advisers can be the first step in helping you to achieve your goals. We offer advice on limited types of products which we offer from a limited number of companies. Details of the costs of the products or services we recommend you will be supplied to you in a Financial Planning Report.

Following your initial financial review and setting up your investment portfolio, you'll receive ongoing advice and support from your Wealth Manager. Because they've helped you build your portfolio, they understand your situation and your approach to investing. Many things can change in an expat's life - promotion, relocation, starting a family, taking early retirement. All these factors have an impact on your financial plans and the way your portfolio should be structured.

That's why regular reviews are essential, so we can check your investments are on target. You can call your wealth manager whenever you want to discuss your portfolio and check how your investments are performing. Your Wealth Manager can set up AssetMaster 2 which is an administration service that streamlines the buying, selling and switching of your investments.

Applications to transfer current or future investments into the service will be evaluated on an individual basis. Our ability to offer a review depends on your country of residence and your location when the review takes place. Please note, where you live may limit the range of information and services you can receive from us. We will advise and make a recommendations for you after we have assessed your needs. From multi-currency savings accounts to our FX app, discover all of the reasons to bank with us and open your Expat account today.

Details of the costs of the products or services we recommend you will be supplied to you in the Financial Planning Report. Please remember that the value of investments is not guaranteed and you may not get back the amount you invested, and any income received from them can fall as well as rise.

This could also happen as a result of changes in currency exchange rates, particularly where overseas securities are held or where investments are converted from one currency to another. We always recommend that any investments held should be viewed as a medium to long-term investment, at least five years.

Financial planning Make the most of your money, whatever stage of your life. Plan your financial future In today's fast-moving world, effective wealth management is key to achieving success.

Create a financial strategy. We're here to help with your investment decisions. International wealth expertise Our Wealth Managers help expats living and working around the world, at all stages of expat life. Get started with a financial review The way you manage your money now could have a big impact on your future. What happens during a financial review? Getting to know you. We'll look at the complete picture, and discuss everything from your current savings and investments, to financial goals and plans for the future which helps us recommend the right solutions for you.

Discovering your options. We'll discuss the proposals for you which will capture protection and investment solutions, as appropriate. Any investment recommendations will reflect the level of risk you're prepared to take to achieve your financial goals.

Discussing your plan. We'll compile a financial plan with recommendations 1 , based on the information you've provided. You'll be able to discuss your financial plan and ask any questions you may have at this stage. Taking action. We'll send our recommendations in writing and arrange a follow up meeting to discuss the content, answering any further questions you may have.

If you're happy to go ahead, your Wealth Manager will put your agreed plan into action. Complete and sign documents digitally. Our digital tool allows you to complete and return documents online, without needing to print and scan them. How we continue to support you Following your initial financial review and setting up your investment portfolio, you'll receive ongoing advice and support from your Wealth Manager.

AssetMaster Your Wealth Manager can set up AssetMaster 2 which is an administration service that streamlines the buying, selling and switching of your investments. With AssetMaster you can: apply for investments and transfer assets with minimal paperwork instruct us to buy or switch funds via email sell funds via online banking maintain a single point of contact for your investment transactions consolidate your valuations for a portfolio view view the value of your portfolio via online banking.

AssetMaster brochure PDF, 4. Make an appointment. Set up an appointment with one of our Wealth Managers. Request a call back Request a call back from one of our financial advisers This link will open in a new window. Open an account Open an account to find out more. You might be interested in. Portfolio investment funds.

We make it simple to invest at your preferred level of risk, with a range of portfolios. See the different ways you can put your money to work in our investment products. Wealth insights. Get updates, news and reports on global trends and events. Back to top. Connect with us. Listening to what you have to say about services matters to us. It's easy to share your ideas, stay informed and join the conversation.



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