Atlas Wealth Management provides specialist advice in expatriate wealth management, Portfolio Management, Superannuation, Financial Planning, Accounting, and Financial Advice. Atlas Wealth was born out of the specific need that Australian Expats, who wanted a certified independent financial advisory service that they could trust back in Australia to look after their investments whilst they went overseas to further pursue their career and life interests.
I consider myself a Specialist Financial Planner with a focus on providing strategic advice to Australian Expats. I have a demonstrated history of working in the investment management industry. I'm skilled in Wealth Creation, Strategic Tax Advice, Portfolio Optimization, Income Tax, Analytical Market Research and Cross-Jurisdictional Tax & Investing Issues.
I want to educate and help as many Australian Expats as possible. The government regulators are constantly moving the 'Red and Yellow Flags' and it is important that expats make the most of their time overseas. I often see Expats caught out by common myths or lack of education and Atlas Wealth is here to cut through this and provide well-rounded wealth strategies.
Should further consults be required, then we may need to charge for our time, however we will confirm this with you in writing beforehand.
James has provided excellent advice specific for my situation as an Aussie Expat. I'd highly recommend James to anyone looking for investment and tax advice.
Prior to and following my relocation to Singapore, James has been extremely helpful, providing timely, accurate and professional advice on all financial implications associated with my relocation. If you are planning on relocation to another country, you MUST consult with James first.
James was phenomenal, I have spoken to 4-5 advisors over the last 5 years and none of them have given me straightforward and actionable advice. James was different. He not only explained everything to me in an easy to understand way, but he sent me through a checklist for how to complete all the necessary steps. So thorough and so far, I have been able to do everything myself super easily. Thanks again James, you're amazing!
I would recommend James to any future Australian Expat, he is both knowledgeable and trustworthy. I appreciated his transparent approach to implementing our strategy with him. I had a consult with James prior to heading over to Dubai and we were able to do some initial restructuring of a few tax structures I had in place and we are sticking to a wealth accumulation goal for the time I'm over here. They were also able to assist me with some tax concerns I had, as I didn't want to have to pay tax here in Australia while living overseas. James and the team at Atlas Wealth are the ideal service provider for Expats.
I've been working with James now for 3 months. During that time he has been professional, efficient, and an excellent communicator. In short...he is awesome!!! The advice given has exceeded my expectations and put my financial future in great shape.
- Adviser status Gold
- Number of reviews 10
- First year providing advice 2015
- Years of experience 8
- Bachelor of Commerce
Atlas Wealth Management Pty LtdSuite 6b, 50 Appel St
Surfers Paradise, QLD 4217
- 8:30am – 5:00pm Monday – Friday
- In person
- Video call
Atlas Wealth Management Pty Ltd