Australian Expatriates
Service

If you are living in Switzerland, relocating here, or are planning a return to Australia, ensure your finances are working as efficiently as possible and you are taking advantage of all available opportunities.

Australian Expatriates
Service

If you are living in Switzerland, relocating here, or are planning a return to Australia, ensure your finances are working as efficiently as possible and you are taking advantage of all available opportunities.

Specialist Advice Service

All of the solutions within our service are specifically designed to enable you to achieve your financial objectives in the most effective ways possible. Through our in-house Head of Australian Advisory Operations, who herself has come from Australia and is the primary contact for all our Australian expatriate Clients, we have the necessary depth of knowledge, experience and understanding to ensure that you do not miss out on any of the available opportunities.

With our partners in Sydney, you can also profit from a complete end-to-end solution should you decide to return to Australia in the future. This removes any uncertainty that might come from needing to find a trusted Adviser 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 aim to make any complexities that arise from cross-border financial situations as seamless as possible.

Our Australian expatriate service 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.

It can be problematic to take continued advice from any Advisor 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-advantaged (and even tax-free) strategies
  • Swiss investment options specifically tailored for Australian expatriates
  • High quality local investment management solutions (including investing in AUD where preferable)

Whether you are looking to stay in Switzerland long-term or not, have complications with finances between Australia and Switzerland (such as with your Super, taxation or otherwise), or would simply like a second opinion or review of your financial situation, we are here to help every step of the way.

Discover how you could benefit, today.

Proud members of the Australian Swiss Chamber of Commerce

Sophie Causer, Head of Australian Advisory Operations

Download our free Australian Expatriates Handbook

Our handbook will provide you with further details as to what is available whilst overseas. Inside you will find the eligibility criteria, superannuation contribution caps, and more.

A Service as Unique as Our Clients

The complexities of the financial world can seem intimidating. With the myriad of differing tax rules, investment regulations, and more, it can be extremely challenging to know whether or not 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 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. You have nothing to lose and potentially much to gain.

Wealth Management, Retirement and Superannuation

When it comes to retirement, superannuation may be one of the largest assets outside of your home. Despite this, it is often overlooked or underutilised. It is important that for every year you are accumulating wealth, you are maximising the potential for tax efficiency. There can be complex legislation to do with your superannuation in Australia, especially whether or not it is necessary to declare this in Switzerland, so it is therefore vital to do all you can to find out how best to make the most 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. You can otherwise find that you have funds sitting in old plans, with companies who are no longer open to new business and have little incentive to offer the greatest investment return capabilities. We make sure your money is working as efficiently as possible for you.

Firstly, we take the time to 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.

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

Whether you are already in Switzerland, arriving shortly, or in the planning stages, get in touch and book an initial, no-cost meeting today.

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