Australian Expatriate Group’s comprehensive range of services
Australian Expatriate Group recognises that Australian expats require specialist financial advice and as such, our services are designed with exactly this in mind. As holistic, fee-based financial advisers, we will work with all of our new clients to identify exactly which areas we can assist with, whether this be setting up life insurance policies or designing a strategic plan to reach financial independence. Our team has significant experience and qualifications in the Australian financial advice industry and, as such has the necessary skills to ensure that you make the most of your time offshore.
Fee-Based AdviceAs Fee-Based Financial Advisers, we provide complete transparency and agree on all fees and charges with our clients before proceeding with any advice.
No Hidden CommissionsAustralian Expatriate Group clients have complete peace of mind and comfort in knowing exactly what they are paying and how their Adviser is being remunerated for the services provided.
Australian ExpertiseAll Advisers within Australian Expatriate Group are Australian trained and qualified, allowing them to provide you with the specialist advice that you require.
Australian QualifiedAs an Australian expatriate, it’s important that your offshore strategies align with those onshore, such as your superannuation, savings and other investments that may be in Australia.
Aligned InterestsAustralian Expatriate Group ensures remuneration is tied to our clients achieving their financial goals, whether this be saving for retirement or otherwise.
Our Success is Your SuccessBy ensuring complete transparency and that there are no undisclosed commissions, our clients have peace of mind that Australian Expatriate Group will be with them each step of the way, guiding them on the path to achieving their financial goals.
Holistic AdviceAustralian Expatriate Group is well positioned to provide a holistic range of services from retirement, savings, investments, insurance, cash flow and much more!
Personal & CorporateWhether you’re looking to implement a retirement strategy, or put in place an appropriate level of insurance for your employees with the right provider, Australian Expatriate Group has the skills and expertise to assist you.
Our Comprehensive Range of Services
Are you truly making the most of your time offshore financially? How much of your disposable income are you saving on a regular basis? We can assist you in creating a flexible, disciplined savings strategy.
Asset allocation will determine over 80% of your portfolio’s overall returns. Our team can assist you to diversify your portfolio across all asset classes to ensure you’re on track to achieve your financial goals.
You have a range of tax efficiencies that you can take advantage of as an expat. With various jurisdictions you can reduce current and future tax burdens. With the right plan in place, you can legally reduce your tax bills.
Cash Flow Management
Do you keep a regular budget to track your income and expenses? Our team can assist you in tracking your expenses and constructing a disciplined strategy to improve current cash flows and achieve your goals.
How will your family cope should the unforeseen happen to you? What safeguards do you have in place to ensure their financial well-being? We can ensure you have the right level of life insurance in place.
Critical Illness Insurance
How would your family’s finances be impacted if you were diagnosed with a serious illness like cancer? It’s important that you have the right cover in place to look after yourself and your family during these difficult times.
The right income protection policy can ensure that you can get ‘back on your feet’ if you’re unable to work due to an injury or illness. This can ensure up to 75% of your monthly income covering your expenses.
As an expatriate in Singapore, it is important that you have the right health insurance policy in place, avoiding unnecessary expenses and that you have the right level of cover based on your personal situation.
Superannuation can be an excellent tool to allow you to reach your retirement goals. As an expat, it’s important that it’s not simply ignored. Our strategic alliances allow us to ensure it remains part of your overall strategy.
CPF for Expats
How does your CPF investment strategy align with your overall financial plan? Did you know that you could control how your CPF is invested? Speak to our team to find out more about how you can invest your CPF.
SRS for Expats
The Supplementary Retirement Scheme (SRS) can be an excellent tool for long-term expats in Singapore to structure a tax-efficient retirement savings vehicle. You can also control how this is invested and structured.
How much do you need to retire? How much should you be putting away on a regular basis? How much retirement income is enough? How long will it last? Speak to us to design your retirement plan.
Book Your Complimentary Appointment
Click on the buttons below to contact us or arrange your complimentary appointment to discuss how our range of services can add value to you in achieving your financial goals.