The smartest way to receive financial advice
Australian Expatriate Group provides a transparent, fee-based financial advisory service to our clients in Singapore and throughout the region. Our process begins with an obligation-free discussion of your current situation and personal financial goals, and we will outline our services to ascertain whether they fit your needs. We’ll then outline the format and scope of our services, and fully explain our fees which will be agreed with you before any advice is provided. Once this is agreed and you’re happy to proceed, we will begin the process of designing, implementing and monitoring your personal financial plan, putting you on track to achieve your financial goals and make the most of your time offshore.
The Australian Expatriate Group Process
Step 1 – Your complimentary initial discussion defining your goals, aspirations and lifestyle
Australian Expatriate Group’s process begins with a complimentary, obligation-free discussion of your personal financial needs and current position. This also provides us with an opportunity to give you a clear outline of our services and the areas we can help you in, to explore whether they will fit your individual needs. We will review your current position in detail and define what you are looking to achieve while you’re in Singapore.
Step 2 – Identifying the right strategies to achieve your goals
After our initial discussion to define your current position and what you are looking to achieve, the team will research and determine the best strategies and vehicles for you to achieve your goals. Australian Expatriate Group, with the support of our alliances in Australia, works with a wide range of providers, allowing us the choice and flexibility to ensure that we can identify the right solution for you. At this second meeting, we will outline the strategies and various options for you to choose from, highlighting the costs and benefits of each.
Step 3 – Choosing the right vehicles and implementing your personal financial plan
Once we have agreed on and you are comfortable with the selected strategies, we will then identify the right vehicles and start to implement your financial plan with you, keeping you fully informed at every step of the way. This may include arranging and applying for your insurances, reviewing and correcting your superannuation, reviewing your cash flows, setting up appropriate retirement and savings vehicles and estate planning.
Step 4 – Giving you the time for what really matters most
All of Australian Expatriate Group’s clients find that having a team of qualified and experienced professionals in place to monitor and review their financial affairs provides them with the time and freedom for what’s most important. We conduct regular strategic reviews and portfolio analysis with our clients to ensure that they have complete peace of mind in knowing that they are on track to achieving their financial goals.
Book Your Complimentary Appointment
Click on the buttons below to contact us or to book your complimentary appointment with one of our Australian-trained and qualified Advisers