Australian Expat Services

At Pyrmont Wealth Management, we can help clients with all their financial needs as a qualified financial planner can do back in Australia, with two main differences:

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We understand how resident and expatriate Australians are treated differently on their financial assets and income. Sometimes the financial structure that was set up while in Australia is not the most appropriate when you become an expatriate

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You can discuss things with us face to face. When it comes to personal and financial goals, we do not believe they should be treated simply as “business”. We believe in the old fashion way of sitting down together, working together and discussing your needs.

Several of the Pyrmont team are dual licensed holding both the Hong Kong advisor qualifications and the Australian ASIC qualifications

Feel free to contact us if you need help with any of the following:

  • The best way to organise your Australian assets, including property and mortgage
  • What to do with your local assets
  • Tax structuring
  • Repatriation planning (best done in advance!)
  • Asset and personal protection for you and the family
  • Retirement planning and superannuation
  • Estate planning