Expat financial advice from the experts

Financial Advice Perth – Trusted Advisers for Australian Expats

financial advice perth

Looking for Financial Advice Perth? Want a UK qualified and EU regulated Adviser?

Western Australia presents many great career opportunities. Finding financial advice Perth from a UK qualified professional familiar with the needs of international Expats is more problematic.

Living in Perth requires a change in lifestyle and your financial arrangements must also adapt. Harrison Brook’s experience of working with Expats in Australian and offering financial advice Perth allows us to provide truly tailored advice.

Our number one objective is to enhance the financial position of all our clients. However, being the the C21st we understand the value of a trusted and transportable financial planning approach that clients can access and continue to use globally no matter where they live.

What services do we offer?

Click on each blue heading to learn more about the services that interest you. 

✔  Portable Retirement Planning

Expats lead a transient lifestyle which often prevents them from forming long-term coherent financial plans. As a result, despite receiving increased salaries their retirement and pension planning commonly suffers. Offshore Portable Retirement Plans offer the perfect solution to those transient expatriates who wish to invest for their future.

This geographically portable option removes the inconvenience and disruption of organising new retirement plans every time you move country. There are no restrictions on which country you can contribute from and the plan grows in a tax efficient investment area no matter where you go.

Learn more today about a financial advice Perth appointment, scheduled at your convenience and from the comfort of your own room.

✔  UK Pension Transfers

Worked in the UK before? Want to transfer and consolidate all of your UK pensions into one manageable Australian pension? Whether you have emigrated to Australia from the UK or are an Australian Expat returning home, a UK Pension Transfer will grant you a superior income throughout your retirement. Its likely to be your second largest asset, but do you know what your UK pensions are invested in? What their performance was last year? What charges you pay?

Harrison Brook specialise in providing expert advice on QROPS (Qualifying Overseas Pension Schemes) allowing our clients to simplify their existing pension arrangements and gain access, control and quarterly analysis of these hard-earned investments.

See our dedicated page UK Pension Transfer Australia – QROPS or alternatively learn more with a Financial Advice Perth appointment.

✔  University & Education Fee Funding

By putting in place an effective, tax efficient, wealth accumulation International Education Savings Plan you can ensure your children are able pursue the career they desire, making for a content and satisfied life. The Education Plans we offer give total freedom on your country of contribution and also where you wish to en-cash to pay for the education expenses. Most importantly, it remains in a tax efficient investment area growing tax free no matter where your career takes you.

Take the first step today and empower your children to shape them own destiny with education funding. financial advice perth

✔  Offshore Current Accounts Australia

An Offshore Account is simply one located outside the depositor’s country of origin. No Ferrari needed. In-fact they are the most cost-effective way for Australian Expats to manage their global payments and eradicate the bureaucracies of living abroad.

  • Convenience – Same bank no matter where you move
  • Easy global access – Choice of multi-currency accounts
  • Geographical freedom – Online and telephone banking 24/7
  • Peace of mind – Discuss finances in English
  • Protection – Counteract dangers of banking in unstable regions

Book a Financial Advice Perth appointment and find out more about our range of Offshore Accounts available in numerous base currencies. financial advice azerbaijan

✔  Compare Global Expat International Insurances

International Expat Life Insurance protects those you care about and who are financially dependent upon on you. Nothing could replace you, but money provided at the right time will ensure that your family will be financially secure without you. Harrison Brook is committed to providing customers with the best value route towards quality Expat Life Insurance.

Learn more about the market leading protection products and services we offer our clients.

✔  Investment Advice

Built up savings? Frustrated with low interest rates? Tired of inflation eating into your hard-earned wealth? We have a range of portable investment solutions available, including fund platforms, flexible lump sum vehicles and portfolio bonds. Our portfolio management service is tailored to each and every client, depending on criteria such as investment term and your attitude to risk.

Get in touch today for financial advice Perth and review how you can improve your financial strategy.  

Why Expats choose Harrison Brook for Financial Advice Perth?

  • Specialists in dealing with Expats in Australia
  • Solutions tailored for transient Expats – ideal for those who may move location
  • Access to products and services from the worlds leading banking institutions and fund houses
  • Transparent independent service with no product provider bias
  • UK Qualified Advisors – Minimum RDR Level 4
  • European Regulation – Regulated to the highest levels globally
  • No restrictions on client location in Australia including Perth
  • On going service with portfolio advice provided quarterly

How do you learn more and take the first step?

Learn about our revolutionary online advice service and get yourself started today with a free, no obligation, financial advice Perth analysis.

See how Harrison Brook's Financial Advisers can help

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