Australian Nationals. Global Citizens.

Specialized expertise for your international lifestyle.

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Services for Australian Global Citizens

Australians living internationally have specific concerns. Our experts provide a clear way forward

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Tax Planning

Model future income tax, capital gains tax, and possible death tax outcomes to decide which Australian Superannuation, Foreign Superannuation, Trusts, Companies, or Limited Partnerships make the most sense for your estate.

Investment Strategy

Build wealth as a Global Australian through listed equities, direct property and defensive asset classes such as bonds. Understand the effect your choice of currencies can have on income streams at home and abroad.

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Wealth Protection

Access our unique network of Australian insurance providers to insure you and your family internationally with life, critical illness, and income insurance programs.

Estate Preparation

Use legal documentation in Australia and abroad to organize multiple wills, powers of attorney and medical directives. Ensure a seamless transfer of assets and control to family members and future generations

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Start a conversation

Whether you are looking for a second opinion, have more questions, or are ready to become a client, we’re here to help.