If you are an Australian national currently living in Switzerland, considering relocating here, or are planning a return to Australia, find out what we can do for you below

Specialist

We benefit from having our in-house Head of Australian Advisory Operations, who herself has come from Australia to Switzerland and is the primary contact for all of our Australian Expatriate clients at Blackden Financial.  We are therefore well positioned to provide this specialist advice service that offers tailored solutions aimed at keeping costs down, investment performance up and ensuring our clients receive trusted, qualified and regulated advice.

With our partners in Sydney, Australia, our clients profit from an end-to-end solution should they decide to return to Australia at any point in the future. This removes any uncertainty about your financial future upon your return.

It can be problematic to take continued advice from any Adviser Firm in Australia, or any previous country of residence in fact, as you may lose out on potentially significant financial opportunities open to you for the following:

  1. Tax Efficiency by way of using Swiss or EU investment options specifically tailored for an Australian expatriate
  2. Tax limitations and alternative strategies
  3. High quality local investment management options
Our Australian expatriate service is seldom offered elsewhere. With endless potential, get in touch for an initial, no-cost meeting today.
Australian Expatriates

A service

The complexities of the financial world can seem intimidating. With the myriad of differing tax rules, investment regulations, and more, it can be challenging to know whether your money is working as efficiently as possible for you.

This is where we come in.

With our specialist advice service tailored to Australian expatriates, our in-house Head of Australian Advisory Operations, and our partners in Sydney, we are well versed in the differing types of solutions relevant to your circumstances.

There is no one-size-fits-all solution. However, being completely independent, we have ensured that our access to the entire market enables us to service clients in a way that is just as unique as them.

To find out what you may be missing, get in touch today. You have nothing to lose and potentially much to gain.

Make sure to download our free guide to Expatriates in Australia that provides essential information to know for the best possible chance at securing your financial future.

Simply fill in the form below for free access.

    When it comes to retirement, your superannuation fund may be the most valuable asset you own, besides your home. Despite this, it is often overlooked or underutilised. It is important that for every year you are accumulating wealth, you are maximizing the potential for tax efficiency. There is complex legislation relating to superannuation in Australia, which extends to personal reporting obligations, such as whether it is necessary to declare this in Switzerland. It is therefore vital to do all you can to find out how best to make the most out of all available opportunities. 

    Retirement income can come from sources other than your pension. A plethora of other investment vehicles can contribute to your financial security in retirement. Many such alternative investments are tax-efficient in their own way too. It is also crucial to review and monitor your existing pension funds.

    We take the time to first understand your existing investments, financial situation and objectives for the short, medium and longer term. We then analyse how all your existing investments have performed and how well they match your objectives, including your risk parameters. We can then make our financial planning and investment recommendations to you.

    Australian Expatriates

    About

    Established in Switzerland in 2003, Blackden Financial offers independent financial planning advice to international clients and their families.

    We provide peace of mind to our clients through our tailored financial planning advice solutions, designed to simplify the complexities associated with cross-border wealth management.

    This is achieved through our international links from here in Geneva, Switzerland, along with our EU, UK and Australian partners.

    The result is: 

    • Your existing investments can be assessed and updated to take advantage of Swiss and overseas investment opportunities
    • Your ongoing investments can be updated in line with your risk profile and ongoing evolving objectives in the most tax-efficient manner within Swiss and Australian rules
    • We are part of the carefully selected team of experienced professional advisers for your whole period in Switzerland
    Blackden was also selected recently as one of a small number of firms listed to provide Financial Planning advice to staff members at GAVI Alliance in Geneva.
    Gavi The Vaccine Alliance
    Australian Expatriates

    Our solutions are aimed at keeping your costs down, investment performance up and to ensure you benefit from qualified, regulated advice.

    Find out more now whether you’re already in Switzerland, arriving shortly, or even in the planning stages.

    Email, phone or complete our Contact Form and one of our team will be in touch to arrange a suitable time to discuss how our specialist service for Australian expatriates works, your own situation and how we can help.