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:
- Tax Efficiency by way of using Swiss or EU investment options specifically tailored for an Australian expatriate
- Tax limitations and alternative strategies
- High quality local investment management options