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Free introduction to independent financial advisor for Australian expats

Financial planning tailored for Australian expats providing options for wealth management, investing and tax planning incorporating the complexities of international financial affairs.

Simply complete the 3-step form below to give us a better understanding of your circumstances and the help you're seeking along with your contact information.

We will use this information to connect you to the most suitable fee-based advisor in our network, and you will receive confirmation of their details within 24 hours, including the option to receive a free consultation with the selected partner.

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How our free introduction service works

All of the experts in our network are chosen through a rigorous selection process and will be hand-selected for you based on the information you provide.

No robots. No algorithms. No stress.

Request your introduction

Fill out the above form to provide us with details about your situation. This will give us the information we need to select the most suitable partner from our network. Once received, one of our team will be in touch to confirm the details of our selected partner within 24 hours.

Book your free discovery call*

Our chosen partner will contact you by email to invite you to book your free, no-obligation discovery call with them. The discovery call will allow you to discuss your situation in more detail and receive answers to general questions from a trusted expert, enabling you to evaluate whether you need any additional services.

Follow up from our partner

After your discovery call, our partner will share an overview of your conversation,along with a proposal and fee breakdown for any services you discussed together during your call. At no point will you be under pressure or obligation to proceed with any paid services.

*The exact limitations of the discovery call are at the discretion of our partner and will be based on your circumstances, but formal advice cannot be provided during the discovery call.

Testimonials

What expats say about our experts

I found the session with the consultant to be very helpful in that it helped allay any concerns I had around my choice to manage my pension post-Brexit. I really valued the opportunity to be able to discuss what I was planning with an someone who could give an independent perspective.

Carl P.

Pensions and Brexit introduction in Spain

Great service that connects you to people who can help to cut through complicated issues.

Sandy D.

Pensions introduction in United States

The chosen partner was sincere and providing very helpful insight into my problem even though he knew it was going to be a very minute job with little to be gained. I shall not hesitate to get him again if I ever need his service for tax matters.

Boon SL.

Australian Property Taxes introduction in Malaysia

I was shocked after years of traveling to come across such a professional organised group. There are no hard sells only professional advice, when I make my next move I will follow up with them.

Michael M.

Portuguese Non-Habitual Residence introduction in Singapore