Our in-house Head of Australian Advisory Operations, Sophie Causer, is herself here in Switzerland from Australia. Along with Sophie’s direct professional connections in Australia, she is the primary contact for our Australian expatriate Clients. In this way, we have the necessary depth of knowledge, experience and understanding to ensure that our Clients are made aware and provided cost-effective access to the available tax-efficient opportunities.

With our partners in Sydney, our Clients also gain from our comprehensive end-to-end solution, including any decision to return to Australia. We remove the uncertainty that might otherwise arise from trying to find a trusted Adviser who understands your financial and tax situation coming from Switzerland upon your return. This partnership also remains valuable for our Clients who intend to remain long-term, or permanently, in or around Switzerland, as we make any complexities that arise from cross-border financial situations as seamless as possible, fully referencing your Australian assets for long-term financial planning.

Our Australian expatriate service is a specialist one and is seldom offered elsewhere. All solutions are aimed at keeping your costs down, investment performance up and to ensure you always receive qualified, trusted and regulated financial advice.