As the Director of Runway Wealth Management and Financial Adviser for Australian Expats with over 13 years of experience in the financial services industry, my expertise encompasses:
- Wealth Management: Propelling clients towards achieving their financial goals with tailored investment strategies and solutions to maximise wealth and utilise opportunities available to non-residents.
- Superannuation advice: Empowering Expats to make the most of their superannuation by choosing the right investments, making strategic contributions and taking advantage of tax minimisation opportunities.
- Tax Financial Planning: Optimising an Expats financial position for tax purposes that complements their overall financial plan and considers the tax landscape that applies to non-residents.
- Retirement Planning: Placing Expats on a guided path to their goal retirement by taking advantage of overseas retirement accounts, investing in appropriate assets and understanding their lifestyle aspirations.
- Property Analysis and Modelling: Ensuring Expats make informed decisions about property ownership, including Capital Gains Tax (CGT) minimisation, debt restructuring and guidance on the optimal time for sale or purchase.
Specialising in financial planning for Australian expatriates, I help clients navigate the complexities of managing their financial affairs abroad and make well-informed decisions.
The advice I provide is designed to offer clarity, dispel misconceptions and instil confidence, empowering clients to manage and build their wealth.
I focus on building meaningful relationships with my clients and supporting them in taking control of their finances to achieve their goals. I take pride in witnessing my client's financial transformations and the profound impact that expert guidance can have on their lives.
At Runway Wealth Management, we are an Australian, licensed financial advice firm that specialises in providing financial planning services to Australians living and working overseas. Our core focus is financial advice for Australians Expats.
Whether you’re preparing to move overseas, currently residing overseas, or planning your return home, our tailored Australian Expat financial advice ensures your situation is optimised at every stage of your Expat journey.
What differentiates Runway Wealth Management is our specialisation in Australian Expat financial advice. Australians living abroad require an adviser who specialises in expatriate financial services and is well-informed about the changing landscape that affects Expats. We aim to address the challenges Australian Expats face by offering solutions, specifically designed for their unique needs.
Our financial advice is designed to optimise Australian-based assets, improves tax efficiency and provides ongoing clarity and confidence in financial decisions.
Expertise
My fees
I offer a free initial consultation for potential new clients.
Get in touchAt Runway Wealth Management, there is no charge for an initial discovery call, and it is provided on an obligation-free basis. Once you have made an enquiry with us, a member of our team will review your details and respond promptly. You will then be invited to book an initial discovery call with our Financial Adviser, Mitchell Kelsey to discuss your circumstances, objectives and how we may be able to assist you.
We charge a Statement of Advice preparation fee which will depend on the complexity of your individual circumstances and the type of advice you require. The Statement of Advice preparation fee charged by Runway Wealth Management generally ranges from AUD 3,300 to AUD 6,600 depending on the number of services included and level of complexity.
We charge a monthly adviser service fee that is debited from your advised account(s). This ranges from 0.55% p.a. to 1.1% p.a. and is calculated only on the value of your advised accounts, such as superannuation and/or investment accounts. The fee covers any advice provided in relation to property and other financial matters.
At a glance
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Adviser status
Bronze
- First year providing advice 2018
- Years of experience 8
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Highest qualification
- Bachelor of Commerce (Financial Planning)
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Language spoken
- English
Runway Wealth Management
201 Varsity ParadeVarsity Lakes, QLD 4227
Opening hours
- 8:30am – 5:00pm Monday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Wealth Today Pty Ltd
AFSL 340289