Immigration and
expat issues

Moving to Australia from overseas as a temporary visitor or permanent resident brings with it some new financial challenges. Not only do you have a new currency to become familiar with, there are a range of complex financial issues you will need to get a handle on.

Generally, the five biggest issues are investment, superannuation, personal insurance, taxation and estate planning.

Understanding the Australian financial system and putting it to work for you can be challenging.

A Financial Services Partners Adviser can help you. You don't have to make financial decisions by yourself.

They will assist you with financial advice on:

  • understanding your current situation
  • identifying your financial and savings goals
  • helping you understand your Australian opportunities
  • growing your superannuation and investments, and
  • protecting your income and assets through personal insurance.

Your Financial Services Partners Adviser will work with you to develop a financial plan that's specifically tailored to your needs. They will review your current situation and consider how to best reach your goals.

If you're ready to start making the most of your working life in Australia, we can match you with a suitable Financial Services Partners Adviser who will be happy to begin working with you to create a financial plan that's right for you.

To get started, please use our adviser matching service.

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